George Middleton

CFA, CPA/PFS

Middleton & Company

President

George Middleton

CFA, CPA/PFS

Middleton & Company

President

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - George Middleton, CFA, CPA/PFS

George Middleton is a Vancouver, WA financial advisor and investment manager. Middleton & Company specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. George Middleton is a fiduciary financial planner.

George Middleton has established a solid and well-balanced professional work record that provides him the knowledge and expertise to successfully manage the personal investment portfolios of his clients. He has earned the prestigious Chartered Financial Analyst (CFA) designation. In addition to being a Certified Public Accountant, Mr. Middleton has been certified as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA).

The CFA designation is awarded by the CFA Institute after completion of a rigorous three-year program concentrating on professional ethics, financial accounting, economics, equity and fixed-income security analysis, and portfolio management techniques.

His work experience includes serving as Chief Financial Officer at Pioneer Leasing and the Nicewonger Company Inc. In addition, he was a Treasurer with the J.H. Kelly Company, Controller with Ole Hansen and Sons Inc. and worked as a computer programmer at Reynolds Metals, Timberline Systems, and NASA.

His educational background features an MBA in Finance from the University of Washington and a Bachelor of Science degree in Mathematics from Rochester Institute of Technology. Mr. Middleton has also taught Computer Programming at the University of Washington and Statistics at Clark College.

A member of the Washington and Oregon Society of CPA’s, Mr. Middleton serves on the OSCPA Personal Finance Planning Committee. He is also a member of the CFA Institute, the Portland Society of Financial Analysts, and the National Association of Personal Financial Advisors (NAPFA). He is a member of the Vancouver Rotary and is married with two daughters.

George Middleton's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)

Middleton & Company is a fee only financial planning firm located in Vancouver, WA. I take an holistic approach to my clients needs. Finances do not exist in a vacuum. Finances are an integral part of family dynamics. Seeing the whole picture is important in understanding how finances can be used to enhance the overall quality of life.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    George Middleton is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CPA - Certified Public Accountant
    George Middleton is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • CFA - Chartered Financial Analyst
    George Middleton is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • PFS - Personal Financial Specialist
    George Middleton is a Personal Financial Specialist (PFS)

    A Personal Financial Specialist is a CPA who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education. Annually, they must pay a fee of several hundred dollars to continue using the designation.

Contact George Middleton

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 1111 Main Street
    Suite 645
    Vancouver, WA 98660

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser