Financial Advisors

Every investor is different. You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. We will help you build a diversified portfolio from a spectrum of quality investments, including stocks, bonds, mutual funds, and ETFs.

We will help you to establish insurance and annuities to protect your precious investments. And if you have specific wealth strategies, trust management or business ownership needs, our convenient financial services offer administrative options you're looking for. At Middleton Associates, regardless of your experience, we help to simplify investing, provide great value, and give you the guidance and support you need to make your money work hard for you. Middleton Associates is one of the largest independent full-service retail brokerage houses in Asia. We are a technology-led financial services company that provides brokering and advisory services, margin funding, and financial analysis. Our brokerage services are second to none when it comes to client satisfaction. We here at company believe that a client’s needs should be our number one priority, so we customize your portfolio to fit your needs, our investment advisors will get to know you, and your finances, so that we can help you make the correct decisions when it comes to your finances and investments.

Investing at Middleton Associates means investing worldwide. Access global exchanges anytime, anywhere. We give you all the tools and possibilities. You're in charge of your financial future. You can open an account with us at Middleton Associates in under 10 minutes. You don’t need prior investing experience or knowledge to get started and the registration process is simple. If you have any questions, our team would be happy to assist.

Investing doesn’t have to be difficult. Let us help you simplify it to achieve your goals. We use technology, our knowledge of the market, and substantial amounts of research to help make wise investments every day. Our goal is to build a portfolio that will most benefit your specific needs, so each one is built with you in mind.

You aren’t just investing here in the US, but rather you are investing in the global markets. You can have access anytime, anywhere. Opening an account takes no time at all, then have access 24/7 to all of your products. You are in the driver’s seat to your future. Don’t let the financial jargon others spew at you intimidate you. We are here to guide you every step of the way.


Our Research Team spends a significant amount of time analysing and interpreting the global economic climate. This involves developing views about broader fiscal factors, understanding industry conditions and also identifying company specific factors.


That’s why, at Middleton Associates, we make it our priority to get to know you as a person. Not only do we want to provide you with the most comprehensive course of action possible, but we also enjoy working for people we like.

Our approach

Every investment firm has principles. And they usually sound exactly the same. We believe Middleton Associates is different in almost every way. Our principles were deliberately created with you in mind. We don't just talk about personal service. We're built to deliver it.