Find Top Financial Advisors in Middleburg, Virginia

Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family) people. This top five list often includes a clients: doctor, accountant, lawyer, spiritual guide, and their financial advisor. Joe's goal is to earn his place in every clients top five important people list.

*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER^™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade

Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.

Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.

Courser Capital Management, LLC is an independent advisory firm dedicated to delivering experienced, informed, professional advice. Our goal is to serve as our clients' outsourced chief financial officers; providing comprehensive planning and guidance to help align their wealth with their goals.

Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients assets grow in a manner consistent with their unique objectives.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients.

In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President.

Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD.

Currently, Michael lives in Arlington, VA. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions.

We are a registered investment advisory firm located in Arlington, VA.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER^® certification and holds additional certifications as a Certified Exit Planning Advisor (CEPA^®) and Certified in Long-Term Care (CLTC^®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more.

A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.

No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner.

Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER^™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

As a CFP^®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.