Middlebrook Wealth

Middlebrook Wealth is a Financial Planner in Staunton, VA. The firm serves clients in Staunton, Harrisonburg, Charlottesville, and Berryville, VA, offering holistic financial, retirement, estate, and exit planning focused on long-term wealth and legacy. The approach centers on proactive planning and communication, viewing clients as real people with financial goals rather than numbers.

Middlebrook Wealth integrates financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and exit planning into one clear, coordinated relationship. The firm emphasizes that retirement planning prepares for life after paid work ends, focusing on lifestyle choices rather than just hitting financial targets. The process begins with a conversation to understand client needs, followed by strategy development and active management of progress. The team acts as a fiduciary partner, aiming to simplify complexity and provide steady, proactive guidance.

The local team includes professionals known by name, including Founder and CEO Seth Liskey, who holds Certified Financial Planner and Certified Exit Planning Advisor credentials. Other team members include Financial Advisors Zhyar Abdul, Jordan Liskey, Laurie Maddox, and Ashley Ferguson, along with Client Service Managers Emily Curry and Michelle Marino, and Client Service Associates Ashley Simmons and Shaima Merawly. The firm provides insights on topics such as mid-year financial reviews, retirement planning, charitable giving, and market performance.

Middlebrook Wealth is located at 5 Middlebrook Ave in Staunton, VA.

The firm’s coordinated approach to financial, retirement, and exit planning helps residents of Staunton and surrounding areas navigate uncertainty and build confidence in their economic future.

Middlebrook Wealth is situated on Middlebrook Ave in Staunton, VA, just steps from Lewis Creek and the Augusta County District Court. The office is also located near the Staunton train station and within a short distance of East Johnson Street and the Augusta County Courthouse.

BizScoreAI awarded Middlebrook Wealth a Technical score of 92 out of 100, which ensures the website is secure and easily readable by search engines without errors. The firm also received a Content Quality score of 75 out of 100, meaning the site clearly answers customer questions and provides descriptions that AI assistants can quote directly.