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Independent Retirement Planning & Investment Services.
Tailored financial planning performed annually for every client.
Six consecutive years on Barron’s top 1000 list. Works exclusively with clients 55+ and specializes in retirement income and planning.
It’s not about firing your current broker, it’s about
providing guidelines for employing the right financial advisor.
Because not everyone was taught how-to retire.
Financial education is a corner stone of our philosophy.
Schedule a complimentary no obligation consultation
with a CWM advisor today.
Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace.
At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face.
What’s revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement.
This individualized financial plan is just one example of the commitment that the Campbell Wealth Team has for our clients. And, our clients aren’t the only ones who have noticed. CEO, Kelly Campbell, has been recognized for the past FIVE YEARS, by Barron’s as a top financial planner in the Nation and in Virginia.
You are at or near retirement and you’ve accumulated assets; a home, savings, planned retirement income - a pension, 401(k), social security - some combination thereof. You have goals and dreams of what you want to do, how you want to live your retirement. How do all of your personal data points work together? What is the Plan.” Get a plan, get Retirement Certainty.
Retirement planning has fundamentally changed! Retirees are living longer, pensions are shrinking, and market volatility has depleted many retirement accounts, meaning it's more challenging than ever to prepare for your retirement. It’s also more important than ever to have the best, most up-to-date information to assist you. You need to understand the changes and create a plan that will serve as the foundation for your golden years. At Campbell Wealth, we believe that it’s your right ...
Take this straightforward questionnaire to begin your path to Retirement Certainty.
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