We are an independent, fee-only, Registered Investment Advisor focused on helping you achieve financial success! We have a 25+ year history built on a foundation of prudent investment management, sound financial analysis and exemplary service. Our purpose is to help you achieve your goals!
We provide Financial Coaching, Financial Planning and Investment Management services and DO NOT require asset management as a prerequisite for coaching and/or planning services.We look forward to working with you! We are an independent, fee-only, Registered Investment Advisor headquartered in Flemington, New Jersey with meetings by appointment in Richmond, VA and Kiawah Island, SC.
We provide Financial Coaching, Financial Planning and Investment Management services and DO NOT require asset management as a prerequisite for coaching and/or planning services.We look forward to working with you! We are an independent, fee-only, Registered Investment Advisor headquartered in Flemington, New Jersey with meetings by appointment in Richmond, VA and Kiawah Island, SC.
Services
We believe individuals expect and require personalized attention and customized service to maximize their financial well-being. We believe boutique firms, such as ours, are better able to provide that level of care and attention. We believe long-term relationships between the client and advisor are both desirable and essential.
I joined BFP in 2008 and assumed ownership of the firm in 2010. I provide our clients with financial planning, financial coaching and discretionary investment management based on objectives collaboratively established with my clients. Jim is the founder of BFP and is actively involved in all financial planning engagements with our clients.
There are many services available in the financial market, and choosing the one(s) that best meet your needs can be complicated. Informed decisions about which services to use are best made after an assessment of individual needs. We believe after meeting with us you will be better informed when the time comes to choose from the comprehensive suite of available services and can best select those that address your unique situation.
Fees are calculated quarterly, in arrears, using average daily balance for the completed quarter. Each client receives a quarterly billing statement with his/her quarterly account statement. Fees are deducted directly, with client consent, from the client account seven (7) days after the quarterly billing statement is mailed to clients.
Your use of this site is acknowledgment that you have read and understood our terms and disclaimers.
Middleton Financial Management, LLC d/b/a Brighton Financial Planning is Registered Investment Advisor registered with the New Jersey Bureau of Securities, the Pennsylvania Securities Commission, the Florida Division of Securities, the South Carolina Securities Division, Virginia Division of Securities and notice filed with the Texas State Securities Board.
Middleton Financial Management, LLC d/b/a Brighton Financial Planning is Registered Investment Advisor registered with the New Jersey Bureau of Securities, the Pennsylvania Securities Commission, the Florida Division of Securities, the South Carolina Securities Division, Virginia Division of Securities and notice filed with the Texas State Securities Board.
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