Middleburg
Serving Northern Virginia Families
Middleburg
112 W Washington St
Suite 204
Middleburg, VA 20117
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Charles Schwab
Fidelity
Your Middleburg Team
Susan Chesson
CFP®, CPWA®
Wealth Advisor
Barbara Ristow
CFP®
Wealth Advisor
Jessica Jarosik
CFP®, EA
Wealth Advisor
Amanda Merrill
JD, CFP®
Wealth Advisor
Arash Mark Katirai
CFP®
Associate Wealth Advisor
Brandon Schumacher
CFP®, CRPC®, APMA®
Associate Wealth Advisor
Krystyn Rash
CFP®
Associate Wealth Advisor
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Enjoy some of our latest resources
June 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
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June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
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May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
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