Middleburg

Serving Northern Virginia Families

Middleburg

112 W Washington St
Suite 204
Middleburg, VA 20117

Eight smiling financial advisors at the Middleburg Financial Branch

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Charles Schwab
Fidelity

Eight smiling financial advisors at the Middleburg Financial Branch

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Enjoy some of our latest resources

  • 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.

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  • 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.

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