Investment Services

Put your wealth planning in the hands of our friendly professionals

We'll tailor a plan that fits your unique goals and financial situation

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.

We believe strategic investing results from understanding your resources and needs. We build your portfolio based on:

  • Your unique situation
  • Your attitudes
  • Your preferences
  • Your goals

It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Disclosures

*Asset allocation does not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Check the background of this firm on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

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