Executive Services

If you're a business owner, executive or professional, time can be tight. You may also be so focused on your business and work concerns that managing your personal finances and investment goals are put on the back burner. We can help you refocus attention on your personal banking, help you plan for retirement, reduce your taxable income, set up a transitional structure for your business and its ownership, and provide financial planning assistance.

• Investment Sales
• Financial Planning
• Estate Planning
• Employee Retirement Plans
• Employee Banking Programs

Investment Sales

Middleburg Investment Group offers stocks, bonds, mutual funds, fixed and variable annuities, U.S. Treasuries, tax-free municipal bonds and Federal Agency Securities*

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other federal government agency and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Financial Planning

Our investment representatives will map out your complete financial picture to help integrate products for maximum return, and plan for future needs.

Estate Planning

Protect your loved ones, minimize taxes and distribute your property the way you would like. Advanced planning can save time, headaches and money for you and your heirs.

Employee Retirement Plans

By establishing a retirement program for your employees, you will not only be helping them plan for the future, but you will also attract and retain talented employees. Our full range of retirement plans include 401(k) plans, profit-sharing and pension plans, 403(b) plans for employees of tax-exempt organizations, SEP and other low-cost plans for small businesses and the self-employed, and non-qualified deferred compensation plans for key employees within your organization.

Employee Banking Programs

Provide the benefit of free checking with direct deposit to your employees, along with online banking services, convenient lobby and drive-through hours and many other services.