Middleburg
Serving Northern Virginia Families
Middleburg
112 W Washington St
Suite 204
Middleburg, VA 20117
Client Logins
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
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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May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
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May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
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