About Middleton & Company, Inc.

At Middleton & Company, we have built a firm that truly reflects our values, priorities, and character.  Our passion for taking care of clients motivates us every day in our pursuit of investment excellence and our dedication to providing personalized service.

Our Mission

A passion for the markets, dedication to our clients, and the belief that wise investing can make a difference in people’s lives led to the formation of Middleton & Company …

The Power of Ownership

In the investment management business, true owners are becoming scarce. Massive industry consolidation has resulted in a dwindling number of investment firms where …

Why Middleton & Company?

Clients often come to us without a clear understanding of their priorities and financial potential. We can simplify your financial life, even …