- Locations
- Middleburg, VA
Fee-Only Financial Planning in Middleburg, VA
In the heart of Virginia’s horse country, WealthCrossing provides personalized wealth management, strategic tax planning, and investment guidance for individuals and families throughout Hunt Country.
- Personal guidance
Financial strategies that align with your goals
At WealthCrossing, we understand the diverse financial landscape of the Middleburg community. Our independent advisory team takes time to know you personally, creating strategies that align with your values and aspirations.
When you work with WealthCrossing, you benefit from:
A close-knit team of advisors who take time to understand your story and guide you through life's important financial decisions
Fee-only advice from wealth advisors who work solely for you, free from corporate influence or product sales
Financial planning, tax strategies, and investment management working in harmony to support your long-term vision
Get in Touch
Help us get to know you.
- Services focused on you
Middleburg wealth management services
Financial planning
Life in Middleburg offers a wide variety of opportunities and considerations. Through meaningful conversations and strategic planning, we help you make confident decisions about your future.
Investment management
We develop investment portfolios that reflect your personal goals and comfort with risk. Our disciplined approach focuses on preserving wealth while seeking growth opportunities.
Tax strategies
Your dedicated advisors work throughout the year to help reduce your tax burden and identify opportunities to keep more of your wealth working toward your goals.
- Lasting relationships
Supporting Middleburg's families and professionals
Middleburg’s community includes equestrians, landowners, business owners, and established families seeking trusted financial guidance. We provide integrated wealth management solutions that honor their traditions while embracing their future.
As an accomplished professional in Middleburg's community, you're focused on growing and protecting your wealth. We help you navigate important decisions about investment opportunities and retirement planning while maintaining your desired lifestyle.
Your next chapter brings new possibilities and important financial decisions. Our team of personal financial advisors guides you through crucial choices about retirement accounts, Social Security timing, and healthcare planning.
Are you looking to preserve your family legacy? Our team of wealth advisors can help you create a lasting impact while preparing future generations for financial stewardship.
- Your local team
Middleburg Personal Financial Advisors
Our team brings together personal financial advisors who understand the distinctive character of Hunt Country. As fiduciaries, we provide objective guidance focused on your best interests, building enduring relationships through trust and clear communication.
- Virginia presence
Serving Middleburg and Beyond
While we serve the Hunt Country community, our connected team approach helps you receive consistent service across all our locations. We work with clients throughout Virginia, including Richmond, Charlottesville, Northern Virginia, and Virginia Beach.
- We've got your back
Get in touch with a Middleburg financial advisor
What are your goals and how can we help? Let us know in the form below!