Middleburg
Serving Northern Virginia Families
Middleburg
112 West Washington
Suite 204
Middleburg, VA 20117
![Eight smiling financial advisors at the Middleburg Financial Branch](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/FFX-MBG_group-photo_12_Buckingham.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370835&s=b3ce789c64f7f997f6cfc88b2e5a2c80)
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.
Client Logins
Charles Schwab
Fidelity
![Eight smiling financial advisors at the Middleburg Financial Branch](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/FFX-MBG_group-photo_12_Buckingham.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370835&s=b3ce789c64f7f997f6cfc88b2e5a2c80)
Hear what makes us different.
Discover what inspires the Middleburg team to provide a highly personalized experience for each client's unique needs and goals.
![](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/BSW_Apex_Fairfax_Thumb.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1703001499&s=8e70a8b5afbce67b96f6cda196e8e84e)
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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.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
Read the article -
June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
Read the article -
May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Read the article