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Learn About Us

Learn About Us

We work exclusively with individuals 55 and older who are near or in retirement. Our firm is designed to help our clients enter a very important phase with a tailored approach to address specific challenges that they may face. We develop a comprehensive financial plan to potentially increase our client’s income, optimize taxes, and manage risk, and review it every year to help ensure that they are on track to meet their goals. Campbell Wealth Management has been named one of the top 300 Registered Investment Advisers in the country by Financial Times, and it comes as no surprise that we uphold these standards and expectations when serving clients.

Our philosophy:

A successful retirement comes from proper planning. Defining your goals for retirement helps focus your financial plan on what’s important. A financial plan that builds confidence, regardless of market conditions, tempers emotional decision making and helps you stay the course.

What People Are Saying About Us

What People Are Saying About Us

“Kelly Campbell, our presenter, is infinitely knowledgeable about the full range of topics for retirement education. Thanks to his clear presentation of the material, I leave the class feeling empowered to improve my decision making and confidence as I approach retirement.”
- Patricia L., Alexandria, VA

“The presenter clearly explained a lot of the issues I’ll need to consider in retirement. The course brought together in one place a number of subjects I’d been reading about independently.”
- Lori S., Washington, D.C.

“As a recent retiree trying to ascertain if I have enough money to really retire, this course has been extremely helpful.”
- Mary T., Washington, D.C.

“Excellent overview. This course should be offered to individuals in their 30s, 40s and 50s. It was really helpful regarding developing a plan and tax issues in retirement.”
- Jeffrey S., Washington, D.C.

* The above testimonials were given by individuals who are not clients of our firm. These testimonials are for illustrative purposes only and may not be representative of your experience. Your results may vary.