Overview

I'm a sole practitioner, fee-only CFP® in my 30's. I want to find a like-minded advisor who wants to transition to retirement and begin the process of selling their practice. I combine retirement planning with investment management, primarily using low-cost ETF's and mutual funds. I also act as an advisor to small endowments/foundations.

Middleton Advisory LLC is based in Bethesda, but I spend more time at my home office in Burtonsville, MD.

Let's talk!

Market
Advisor/RIA
Last Activity
2 weeks

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