At Middlebrook Wealth, we're committed to providing our clients with the knowledge and expertise they need to navigate complex financial decisions. That's why we're excited to share with you our latest certification achievement. Seth Liskey as a Certified Exit Planning Advisor (CEPA®).

Let's break down the key differences between these two roles to help you make informed decisions about your financial well-being. Collaboration between both roles ensures that investment decisions align with your overall financial strategy.

In the complex world of investing, success is dependent on more than just capability and know-how. It requires a specific mindset – a blend of patience, discipline, and continuous learning.

Dollar-cost averaging is an investment strategy where an investor regularly contributes a fixed dollar amount into their investment accounts, regardless of the price of the assets at the time of the investment.