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Investment Services


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Whatever your goals or your timeframe might be, investing can help you work toward your financial goals.

We all have dreams. And investing is a great way to realize those dreams, whether they’re dreams of a bigger home, a vacation home, a child’s or grandchild’s college education, or many happy years of retirement.

But investing can be complicated, and quite a challenge to take on by yourself. And that’s where Middleburg Investment Services, can help.

Middleburg Investment Services offers access to a broad range of investment options, and the smart, solid guidance you need to take advantage of those options.

Mutual Funds, ETFs & Equities

Investing in the stock market is one path to pursuing your financial goals.

Bonds & Fixed Income

Fixed income investing helps diversify your portfolio and can provide stability during times of market turbulence.  Bonds and cash instruments such as CDs can provide stable returns and a regular source of income.


IRAs provide a great way to build retirement savings.  We offer both traditional and Roth IRAs.

College Savings / 529 Plans

A 529 college savings plan provides the flexibility you want with the tax advantages you need.  

Company Retirement Plans

Establishing an employee retirement program allows your staff to save for retirement — while helping you attract and retain talented employees.


Annuities provide a long-term investment vehicle coupled with tax advantages.


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



Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Middleburg Bank deposits and are not FDIC insured.  These products are not obligations of the Middleburg Bank and are not endorsed, recommended or guaranteed by Middleburg Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (AL, AZ, CA, CO, CT, DC, ID, FL, GA, IA, IN, KY, MA, MD, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VA, WA, WV).

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