Middleton & Company

Middleton & Company

Middleton & Company launched in 2016 when co-founders Kailie and Taylor — both financial planners and mothers — built a practice around an overlooked cohort: mid-career professionals who want to step away from work without sacrificing long-term financial security. The firm's entire public positioning turns on sabbatical readiness, from tax-loss-harvesting blog posts to downloadable roadmaps that map cash flows against a planned career pause. Wealth origin is not publicly disclosed; the firm operates as an independent RIA, not a family office. Middleton delivers financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm constructs investment portfolios in-house, integrating savings, investment, and tax strategies to create liquidity windows that clients can draw on during a sabbatical. Asset-class detail is absent from public materials, but the service model implies direct management of public-market securities and cash-flow engineering. Geographic footprint concentrates on the Pacific Northwest, though the firm's digital-first client acquisition suggests a national reach. Team size and total assets are undisclosed. The firm maintains a single office in Vancouver, Washington, and lists no additional locations or adjacent vehicles such as philanthropic foundations. Middleton's most visible operational activity in the last 24 months remains its steady content output — blog posts on funding sabbaticals, year-end tax moves, and post-layoff career breaks — which functions as its primary client-education and lead-generation channel. Middleton's structural differentiator is its refusal to serve a generalized affluent demographic. The entire practice is organized around a single life event — the mid-career sabbatical — creating a planning framework that treats a career pause as the central variable, not a deviation. This event-specific architecture distinguishes Middleton from broad-spectrum RIAs and aligns every planning deliverable, from tax strategy to portfolio liquidity, with a single temporal objective.