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Investment Services

Company Retirement Plans

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

Offering a retirement plan is a smart way to help level the playing field between your small business and larger companies.

If you already have a retirement plan or you want to establish one for your company, we will work with you to review your goals and develop a comprehensive employee benefit program that supports you and your employees. 

Whether you're interested in employer-funded or both employee and employer-funded plans, retirement plans can provide flexibility, while contributions and earnings grow tax-deferred.

Through Middleburg Investment Services, we offer access to a full range of retirement plans, including:

Your Middleburg Investment Services representative can help you choose the plan that best meets your goals and budget.



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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