Middleburg
Serving Northern Virginia Families
Middleburg
112 W Washington St
Suite 204
Middleburg, VA 20117

Client Logins
Charles Schwab
Fidelity

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Your Middleburg Team
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Susan Chesson
CFP®, CPWA®
Wealth Advisor
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Barbara Ristow
CFP®
Wealth Advisor
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Jessica Jarosik
CFP®, EA
Wealth Advisor
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Amanda Merrill
JD, CFP®
Wealth Advisor
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Arash Mark Katirai
CFP®
Associate Wealth Advisor
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Brandon Schumacher
CFP®, CRPC®, APMA®
Associate Wealth Advisor
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Lynette Mack
Client Relationship Specialist
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Krystyn Rash
CFP®, FPQP®
Associate Wealth Advisor
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Wendy Melis
Office Support Associate
Dig even deeper.
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Enjoy some of our latest resources
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February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
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January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article -
January 15, 2025
Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy
U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy is unlikely to experience a major slowdown in 2025. Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article