Estate planning service in Middleburg, Virginia

Middleburg Wealth Management is a premier financial institution located in the heart of Middleburg, Virginia. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Middleburg Wealth Management, we prioritize personalized service and tailored financial solutions to meet the unique needs of each client. Visit us at 4 Madison Street to learn how we can help you grow and protect your wealth.

Hoerner Planning Group is a finance institution located at 210 East Federal Street in Middleburg, Virginia, United States. Our team of experienced financial planners provides comprehensive financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Hoerner Planning Group is dedicated to helping our clients secure their financial future.

Middleburg Trust Co is a reputable finance institution located at 111 West Washington Street in the charming town of Middleburg, Virginia. With a history of providing top-notch financial services to individuals and businesses, Middleburg Trust Co is known for its personalized approach and commitment to excellence. Whether you are looking for investment advice, estate planning services, or wealth management solutions, the experienced team at Middleburg Trust Co is dedicated to helping you achieve your financial goals. Trust in Middleburg Trust Co for all your financial needs.

The McCartney Insurance Group, located at 108 West Washington Street in Middleburg, Virginia, is a trusted insurance agency serving clients in Virginia, Maryland, DC, and West Virginia. Our dedicated team is committed to providing personalized insurance solutions tailored to meet the unique needs of each individual and family. We specialize in auto, home, life, and business insurance, offering a wide range of coverage options from multiple top-rated insurance companies. Our mission is to educate our clients on the complexities of insurance, ensuring that they fully understand the coverage they are purchasing and feel confident in their decision.

YHB | CPAs & Consultants (Training Center) is a leading institution located at 302 South Loudoun Street, Winchester, Virginia, United States. Specializing in accounting and finance, YHB offers personalized financial planning and business services to clients in Northern and Central Virginia. With over seven decades of experience, our team of CPAs is dedicated to helping businesses grow and families build wealth for future generations. At YHB, we understand the unique financial needs of different industries and are well-versed in tax advisory, company benefits planning, and business profitability. Whether you are looking to grow your assets or plan for the future, our experts can guide you through financial and estate planning, tax paperwork, and eligible deductions.

Buckingham Strategic Wealth, located at 112 West Washington Street in Middleburg, Virginia, is a finance institution that offers a customized and comprehensive wealth management process. Their team combines financial planning with an evidence-based, disciplined investment philosophy to manage and enhance clients' entire financial lives. The advisors at Buckingham Middleburg take the time to thoroughly understand each client's overall financial picture, rather than just relying on questionnaires. They specialize in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth, offering strategies to help achieve their goals.

YHB | CPAs & Consultants is a premier accounting and finance institution located at 4423 Pheasant Ridge Road in Roanoke, Virginia. Established in 1947, YHB offers a wide range of services including accounting, auditing, tax, wealth management, and risk advisory. Whether you are an individual, estate, trust, or business, YHB has the expertise to meet your financial needs. As your trusted advisor, YHB goes beyond traditional tax accounting to provide solutions that help you grow confidently. The firm also specializes in serving Community Banks, offering audit, tax, and advisory services tailored to the unique needs of the banking industry. YHB's financial statement audits are not just reports, but valuable tools to help you make informed business decisions.

Amanda Merrill at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. Our team at Buckingham Middleburg utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. We are dedicated to managing and enhancing our clients' entire financial lives by providing sound advice with a high level of ongoing service. We believe that the best investment decisions are made by thoroughly understanding our clients' overall financial situation, rather than just answering questionnaires. Our team of multi-credentialed advisors takes the time to get to know each client, their current circumstances, and their goals. We bring a wealth of professional insight and common sense to the financial decision-making process.

Akre Capital Management LLC is a finance institution located at 2 West Marshall Street in Middleburg, Virginia, United States. Specializing in investment management, Akre Capital Management LLC offers a range of financial services to help clients achieve their investment goals. With a focus on long-term growth and strategic planning, the team at Akre Capital Management LLC is dedicated to providing personalized solutions to meet the unique needs of each client.

Wiseman and Associates Wealth Management is a leading financial institution located at 115 The Plains Road in Middleburg, Virginia, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to excellence and integrity, Wiseman and Associates Wealth Management is dedicated to helping individuals and families build and preserve their wealth for the future. Contact us today to schedule a consultation and start planning for a secure financial future.

Dimos C L Tim is a prestigious law firm located at 102 West Marshall Street in Middleburg, Virginia, United States. With a team of highly skilled and experienced lawyers, Dimos C L Tim specializes in providing top-notch legal services to clients in various practice areas. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Dimos C L Tim is dedicated to helping you navigate the complexities of the legal system. Trust in their expertise and professionalism to guide you through your legal matters with precision and care.

Edward B. MacMahon, Jr., PLC Attorney at Law is a reputable legal institution located at 107 East Washington Street in Middleburg, Virginia, United States. Specializing in various areas of law, including criminal defense, white-collar crime, and civil litigation, the firm is known for providing expert legal representation to clients in need. With a strong track record of successful cases and a commitment to serving the community, Edward B. MacMahon, Jr., PLC is a trusted name in the legal industry. Contact them today for professional legal assistance.

Thomas Patricia D is a reputable law firm located at 201 Chestnut Street in Middleburg, Virginia, United States. Specializing in various legal matters, the institution is known for its dedication to providing top-notch legal services to clients in need. With a team of experienced and knowledgeable lawyers, Thomas Patricia D is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal dispute, Thomas Patricia D is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Goodman & Associates is a reputable institution located at 200 Stonewall Avenue in Middleburg, Virginia, United States. We are dedicated to providing top-notch financial and legal services to our clients. Our team of experienced professionals is committed to helping individuals and businesses navigate complex financial and legal matters with expertise and precision. With a focus on personalized attention and tailored solutions, Goodman & Associates strives to exceed our clients' expectations and deliver exceptional results. Contact us today to learn more about how we can assist you with your financial and legal needs.

Clay Rebecca R is a reputable accounting and finance institution located at 109 The Plains Road in Middleburg, Virginia, United States. With a strong focus on providing top-notch financial services, the institution is known for its expertise in accounting practices and financial management. Clients can expect personalized attention and expert advice when working with Clay Rebecca R, making it a trusted choice for individuals and businesses seeking financial guidance.

YHB | CPAs & Consultants is a leading certified public accounting and consulting firm located at 3110 Fairview Park Drive, Falls Church, Virginia. Established in 1947, YHB offers comprehensive accounting, auditing, tax, wealth management, and risk advisory services to clients. The firm serves individuals, estates, trusts, nonprofits, and businesses in various industries such as retail and healthcare. At YHB, we go beyond just being a tax accountant. We are your trusted advisor, providing solutions to help you grow confidently. Our services include tax advisory, bookkeeping, and financial statement audits. We explain the numbers and findings in a way that helps you make better business decisions.

Murray Jonson White & Associates, located at 6402 Arlington Boulevard in Falls Church, Virginia, is a renowned accounting and finance institution that has recently merged with Yount, Hyde and Barbour (YHB). With a history dating back to 1959, MJW offers a wide range of accounting and tax services to private sector companies, non-profit organizations, individuals, and fiduciaries in the Washington, D.C. metropolitan area. The merger with YHB has allowed MJW to expand its resources and expertise, providing clients with even more comprehensive services. The partnership between the two firms is based on a shared dedication to quality, client relations, community commitment, and staff care. With the addition of MJW, YHB now has seven locations in Virginia, strengthening its presence in the region and offering easy access to clients in neighboring states.

Yount Hyde & Barbour | CPAs & Consultants is a full-service accounting firm located at 9954 Mayland Drive in Richmond, Virginia. With a commitment to client success, our team of experts offers a wide range of financial and tax services for families and businesses in the Richmond area. Whether you need assistance with selecting a 401(k) plan, audit services, or mastering accounting software, our CPAs are here to help year-round. With over seven decades of experience and active involvement in various industries, our team at YHB is equipped to handle your financial needs. From community banking to construction and non-profit organizations, we provide expert guidance on audits, taxes, compliance, and more. Additionally, our personal financial services can help you plan for the future with services such as estate planning and asset protection.