For over 13 years, Middleton Associates has been proud to help our clients pursue their financial goals while giving them more time to focus on what really matters in life. Everything we offer — from guidance, to powerful trading tools, to retirement resources — is built around one thing...you. There's an advantage in working with a financial advisor who knows and understands you – and your financial goals. That's what makes Middleton Associates different from other investment firms. Supporting the relationship between you and your financial advisor shapes nearly every aspect of our business.
We have helped clients achieve their financial dreams while giving them the freedom to focus on their lives. Everything we offer is built around our clients. There’s nothing like working with someone who has the knowledge to handle your money while also understanding you and your needs.
What you may not know is that we're a company with thousands of associates and sophisticated technology supporting your local financial advisor.
The Middleton Associates approach in determining your goals, and developing tailored financial strategies, has been helping clients on a global scale for over a decade.
We believe in tailored approaches to get you where you want to go financially. We’ve been doing this for over a decade.
In fact, we like to think we became one of the largest financial services firms in the country by not acting that way. If you're ready to work with a different kind of investment firm—one that cares as much about why you're investing as what you invest in— you're ready to work with Middleton Associates.
Despite being one of the largest firms, we have a customer service approach that makes you feel as though you are our one and only customer. We believe that having the neighborhood feel creates a close client relationship that continues to grow your financials goals.