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.
You may have seen one of our 12,000 offices in your community. That's because we believe you deserve more than a “1-800 number” when it comes to your financial future.
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.
Working with a Personal Financial Advisor
Whether you're new to investing or have been investing for years, you owe it to yourself to experience the difference of working with a Middleton Associates financial advisor. Our firm is built to deliver personalized service, and we treat you with the respect you deserve. We've been doing it since 2006.
We believe in respect and bringing solutions to you. We have been doing this over 13 years as and cater to our clients as though they are our best friends. You deserve the firm that will treat you like your best friend.
How we can help
We get it. Investing can be complicated. Ask all the questions you want, and we will answer them in plain English. Your financial advisor is your long-term financial partner. These are important goals and you need an advocate – someone who listens and really understands what's important to you. We believe that's the best way to develop a personalized financial strategy.
Let’s face it—investing is complicated! The more questions you ask, the more we can provide you answers that seem digestible. Advocating for your needs and helping you establish important goals is important.
Our service team is always at your service
We know it’s important to get professional guidance you can trust. That’s why our experienced, licensed reps are available by phone, email, chat, and in-person for one-on-one support – when you need it most.
Professional guidance you can trust is hard to come by. That’s why we are here to chat with you any number of ways when you need it.
Education on your terms
Make smarter investing decisions with access to a wide range of resources such as relevant articles and videos, an immersive curriculum, and engaging in-person events.
Making smart investing decisions to a larger number of resources such as an immersive curriculum and events in-person.
Get research and insights you can trust
Get fresh research from independent third parties. Access streaming news and level II quotes, market insights, and more when you need it. Our team will guide you to become a highly knowledgeable investor.
Getting independent, fresh research from third parties is important to get a full picture of what your options are. Using our knowledge, we will help you develop your own investing skills to become a world class investor yourself.