Learn About Who We Are & Who We Serve

LEARN ABOUT US
Campbell Wealth Management

At Campbell Wealth Management, 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 of their lives, with a tailored approach to address specific challenges that they may face. Our team will develop a comprehensive financial plan and review it every year to ensure they are prepared for whatever may happen in retirement.

Our philosophy is:

“A successful retirement comes from proper planning” and we pursue this through our proprietary process, Right on Retirement™ (ROR). This five-step process is designed to help clients work toward long-term success in retirement. We teach several courses throughout the Washington Metro area on retirement planning, estate planning, investment management and life planning, all of which is covered in our Right on Retirement™ program. Our mission is to “build, manage, and preserve the wealth of our clients through a superior level of service, with the goal of enhancing their quality of life.”

We hope that you will choose Campbell Wealth Management to help you reach your goals and fulfill your dream!

Kelly Campbell

Meet Kelly Campbell
CFP®, ChFC®, CMFC®, AIF®, Chairman & CEO

As an educator, Kelly has taught hundreds of seminars, classes, and workshops on retirement planning, estate planning, investment management, and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a lighthearted and comical way utilizing stories and anecdotes to help his students learn.

While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five-step process that he and his team take all of their clients through to work towards their long-term success in retirement.

When he is not helping his clients, Kelly focuses on his passions of boating, water, and snow skiing as well as spending time with his wife and three kids.

Campbell Wealth Management Blog

READ OUR BLOG

Campbell Wealth Management Event

ATTEND OUR NEXT EVENT

Campbell Wealth Management Newsletter

READ OUR NEWSLETTER

Get started with our Right on Retirement™ Process