Financial Advisors
· Staunton, VA
Published in partnership with Middlebrook Wealth
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Middlebrook Wealth is a financial advisory firm serving clients across Virginia with comprehensive planning services including financial and retirement planning, estate and tax planning, risk management, and business exit planning. The team takes a personalized, collaborative approach—assigning multiple advisors to each client rather than a single point of contact—to ensure responsive, diligent service tailored to individual financial goals and life circumstances.
Best for: Business owners planning an exit, retirees and pre-retirees seeking comprehensive planning, high-net-worth individuals with complex estates, families wanting intergenerational wealth guidance
Service area: Staunton, Harrisonburg, Berryville, Charlottesville, and across Virginia
Team-Based Approach: Clients work with a dedicated team of advisors rather than a single advisor, ensuring comprehensive expertise and responsive service across all aspects of financial planning.
Business Owner Expertise: Specialized services in business exit planning, succession strategies, and keeping business value intact—addressing the unique financial needs of business owners preparing to sell.
Multi-Office Network: Four convenient office locations across Virginia (Staunton, Harrisonburg, Berryville, Charlottesville) with consistent team-based service and local accessibility.
Book online: Book Online Now →
Phone: (540) 712-0288
Address: 5 Middlebrook Ave, Staunton, VA 24401 (Get directions)
Website: middlebrookwealth.com