Middleton & Company is made up of three family members – a dad and two daughters – and staff. We value family, local community, and fun above all else. We like to be active and take advantage of the outdoors, particularly hiking and spending time in the mountains. We are engaged in our community through volunteer service organizations and projects.
In our business, we get to know our clients and work one on one with them to design and implement their personal financial plan and investment objectives. We are our clients’ trusted partners in sorting through the complex details of their personal finances and identifying tactical and sometimes out-of-the-box steps to help them achieve their life goals. In an industry that is known for complexity and men in suits, we are personable, flexible, and competent.
We are a fee-only firm, meaning we do not accept commissions or sell any products. Honesty and integrity are key values of our firm; our work is always done in the best interests of our clients.
Our service is personal, engaging, and thoughtful. We do not compete on price. Our clients should feel comforted, inspired, and empowered throughout the process of working with us. After all, it’s their money and they should feel in control of their goals.
Our ideal clients are professionals living in the Northwest, specifically Vancouver, WA or Portland, OR. They have goals beyond their day to day career, financial security, and retirement; they want to create their ideal lifestyle, achieve financial freedom, and enjoy life now. They recognize that, like achieving happiness, financial planning is an ongoing effort. They are interested in challenging traditional career paths. They want customized planning that shows them possibilities they may not have considered before. They want to work, travel, and live life on their own terms. We’re here to help them with that – to get clarity on what they want, build strategies to reach goals, celebrate successes, and figure out what’s next.
When our clients see our logo, we want them to think contemporary, trustworthy, high quality, and genuine.