George Middleton (BS, CFA, CPA/PFS, MBA)

George Middleton focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Sabbatical Planning

Ideal for households with established income and savings who want guidance and accountability as they envision and prepare for a sabbatical.

Financial plan to see how your sabbatical fits into your whole financial picture
Clarity on strategies and action steps, including:
- Savings & investment account strategy to support you before, during, and after your sabbatical
- Asset allocation across accounts
- Estate planning and insurance essentials
Quarterly check-ins focused on your progress toward your sabbatical goals
Tools and resources to meet you where you are with each step of the planning process

Investment Advisory Service

Ideal for households with $250,000 or more to invest who want to outsource investment management and tax-efficient withdrawal strategies so they can focus on living the life they’ve saved for.

Financial plan to see your whole financial picture in one place, updated annually
Management of investment accounts
Implementation of tax-efficient savings and withdrawal strategies across your investment accounts
Coordination with other decisions, including:
- Recommendations on employer retirement plan investments
- Pension and Social Security analysis
- Thinking through big financial decisions, including major purchases, insurance coverage and estate planning considerations
Annual meeting to review your financial plan and investment portfolio

Additional Information

George has extensive experience in… lots of things. He comes alive when he gets to explain investment fundamentals, and he loves telling stories about his previous roles as NASA intern, computer programmer, company controller, and home builder. He’s also just an absolute pleasure to work with.

What you should really know about George:

He’s always on the lookout to join in on a tennis game around town. He’s also a seasoned Viking cruise passenger, and enjoys the smaller things that come with travel, like helping a 10-year old boy practice his English on the street in Vietnam.