Who We Are

Best Wealth Management Group for Retirements

Our Story

I never intended to start my own business, but circumstances inspired me to take the leap. Back in 2003, I was working with multiple wealth management companies and I noticed a disturbing trend. These businesses wanted me to sell their products to every single client, even when they weren’t appropriate. That attitude made no sense to me. It seemed exploitative—not what a trusted advisor should be doing.

Roused by this call to action, and in spite of my fears, in September 2003, I took the entrepreneurial leap of faith. I signed a lease, bought furniture and computers and hired an assistant. Campbell Wealth Management was off and running. I’ve never looked back!

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Our Core Values

financial wealth management

Everything with grace

solutions wealth management

Planning is paramount

retirement planning for wealthy individuals

Do the right thing

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Build trust through clarity and transparency

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Work hard, have fun, live fully

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Promote life beyond numbers

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We have good days and great days by having an attitude of gratitude

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We are solutions based and outside the box thinkers

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Team focused, client driven, advocates for all

25

Years in Business

350+

Clients

$500MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia