Financial Advisors
· Charlottesville, VA
Published in partnership with Middlebrook Wealth
Book online anytime
Middlebrook Wealth is a financial advisory firm serving clients throughout Virginia with a team-based approach to comprehensive financial planning. They offer financial and retirement planning, estate and tax planning, risk management, and business exit planning services. Their philosophy centers on personalized, proactive communication—treating clients as individuals with unique goals rather than account numbers.
Best for: Business owners planning exits, high-net-worth individuals needing estate planning, pre-retirees and retirees, families seeking comprehensive financial coordination
Service area: Charlottesville, Staunton, Harrisonburg, Berryville, and throughout Virginia
Team-Based Approach: Clients work with a dedicated team rather than a single advisor, ensuring comprehensive expertise and responsive service across all aspects of financial planning.
Comprehensive Service Menu: Beyond retirement planning, they specialize in estate and tax planning, risk management, and business exit strategies—valuable for business owners and high-net-worth individuals.
Multi-Location Accessibility: With four office locations across Virginia, they provide convenient in-person access while serving a wide geographic area.
Book online: Book Online Now →
Phone: (540) 712-0288
Address: 414 E Market St, Charlottesville, VA 22902 (Get directions)
Website: middlebrookwealth.com