About Middleburg Trust

Our Firm

On February 1, 2019, Middleburg Trust was acquired by Union Bank & Trust of Richmond, Virginia and now operates as a wholly-owned subsidiary.

Middleburg Trust Company believes the foundation for investment and financial strategies is built on strong personal relationships. Because of our commitment to establishing long-term relationships with our clients, we consistently provide individuals, institutions, and foundations with world-class fiduciary and investment management services. Clients’ unique needs are our top priority — we build our services around your goals. Throughout the process, we assist you with time horizon, risk tolerance, growth, income, and tax situations at the individual or family level.

Our mission is simple: holistic, flexible strategies tailored to your needs today and in the future.

Since becoming Virginia’s first independent trust company in 1994, Middleburg Trust Company has experienced tremendous growth in assets under management and accountability, currently in excess of $1.5 billion. We are headquartered in Richmond’s historic West End with additional offices and advisors located in Middleburg and Alexandria.

Our Commitment

Middleburg Trust Company is dedicated to providing our clients with unparalleled customer service, and a truly disciplined approach to portfolio management on an individual basis. We are very proud of the broad experience of our management and investment teams. Our commitment to service and performance distinguishes us from our competition, and makes us the preferred choice for individuals, institutions and foundations.

For a personal consultation, please give Middleburg Trust a call at (804) 644-2848.