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Executive Services

Life is complicated for a business owner or company executive. Our Executive Services simplify your financial life and provide the financial guidance you need to secure your financial future.

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 plan for your financial future, insure your health, life and business, and create an estate plan to protect your loved ones and minimize taxes.

Financial Planning

Financial Planning is a disciplined approach for helping you achieve your financial goals.


Insurance is an important component of any financial plan. Protect yourself and your loved ones with our full range of insurance products.

Estate Planning

An estate plan protects your loved ones, minimizes taxes and distributes your property the way you would like.


Securities offered through LPL Financial Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Middleburg Bank and Middleburg Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Products and services made available through LPL Financial 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. Middleburg Investment Group is a wholly owned subsidiary of Middleburg Financial Corporation.


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