Bern Mahon's Contact Details

Bern Mahon's Company Details

Middleburg Financial

Glen Allen, VA, US • 100 - 249 Employees
Financial Services

Middleburg Financial is focused on preserving and growing strong relationships. Our model enables decisions and servicing to be handled directly by teammates who reside in the communities we serve. Our deep commitment to you is defined by three core principles: Client-Focused Strategy - A client-centered approach that is focused on your goals and values with integrity and transparency - Trusted fiduciaries that help identify prudent financial solutions to help meet your specific needs and objectives - Benefit: Experienced and independent advice that partners to make better decisions about your wealth Team-Based Approach - Proactive advice from experienced, credentialed professionals who concentrate solely on your individual needs - Vast resources with the depth, strength and stability you can trust - Benefit: Confidence in a team dedicated to helping achieve your goals Comprehensive Wealth Management - An investment philosophy that uses a tailored approach to help identify solutions to your needs - A partner to help you make appropriate financial choices to achieve your goals - Benefit: Comfort in knowing multiple aspects of your financial health are being cared for Atlantic Union Bank, Middleburg Financial, Middleburg Investment Services, Middleburg Private Banking and Middleburg Trust are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm