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VerifiedFinancial Services· Founded 2010

Middleton Advisory

Middleton Advisory is a fee-only Registered Investment Advisor founded in 2010. Based in Silver Spring, Maryland, services are offered in the entire state and surrounding areas, with the ability to take on clients across the country. The firm's mission is to help clients implement the best possible investment strategies based on their unique needs. As a completely independent firm, Middleton Advisory has no obligation to any broker-dealer or investment company and never uses investments that carry sales loads or commissions. A variety of low-cost investment funds are used to implement prudent strategies, following the principles of diversification and asset allocation.

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HeadquartersBethesda, United StatesEmployees1(1 to 10)Annual revenue$1M to <$10MFounded year2010Websitemiddletonadvisory.comLinkedIn profileLinkedIn

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  • 1investment advisor and financial planner

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