Serving Northern Virginia Families
112 West Washington
Middleburg, VA 20117
The Buckingham Middleburg team uses a customized, comprehensive wealth management process that combines financial planning and an evidence-based, disciplined investment philosophy. We strive to manage and enhance clients entire financial lives by providing sound advice with an uncommon level of continuing service.
We believe the best investment decisions are not achieved by answering questionnaires, but are developed by thoroughly understanding your overall financial picture. We take the time to get to know you, your current situation and what you want to achieve. Our team of multi-credentialed advisors brings common sense and a wealth of professional insight to your financial decision-making process.
We specialize in working with clients facing financial transitions, which can include retirement, divorce, loss of a spouse and sudden wealth. Together, we will collaborate on the strategies that will help you achieve your goals. Our team has been helping clients in since 2001, formerly as Focus Wealth Management Ltd., and also serves our Fairfax, VA office.
Enjoy some of our latest resources
March 22, 2023
Does Investing Internationally Still Make Sense?
Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.Read the article
March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.Read the article
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.Read the article