Middlebrook Wealth

Charlottesville, Virginia

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About

Middlebrook Wealth is a financial advisory firm headquartered in Charlottesville with additional offices in Staunton, Harrisonburg, and Berryville, Virginia. The firm offers financial planning, retirement planning, estate planning, and insurance analysis, with particular focus on athletes managing complex income and endorsement situations. Their approach emphasizes holistic planning that integrates estate strategy with broader financial goals, and they coordinate with clients' tax and legal advisors. The firm operates as a team-based practice that manages ongoing client relationships through an initial planning conversation, strategy development, and active progress monitoring.

Specialties

Estate Planning Insurance Planning Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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