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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.