What We Do

Our Process

Our ROR process is designed with you in mind. Campbell Wealth Management is a well-known firm in the DC metro area that works exclusively with families and individuals 55+. Below you will find each area we evaluate annually. Because like you, retirement is not static.

  • Income and Tax Planning
  • Investment Management
  • Legacy & Intergenerational Planning
  • Risk Management
  • Women’s Planning

How Our Process Benefits You

The Campbell Wealth Management process is designed specifically to help people who are at retirement or near retirement. It eliminates the uncertainty that creates anxiety and puts you on a glide path to making the most of the next several decades. Here are three common benefits:

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Allows You to Live Spontaneously

Retirement is not about sitting around in a rocking chair all day. It certainly can be, if you want, of course.But most people want more.

It Prepares for the Unexpected

President Eisenhower once observed that, paradoxically, "in preparing for battle I have always found that plans are useless, but planning is indispensable."

It Lets You Set Up a Powerful Legacy

Researchers have documented both emotional and physical benefits from charitable giving.

Who We Serve

People About To Retire

Are you at or near retirement age, yet facing an uncertain future?

Perhaps you’re physically exhausted from years of working hard and supporting your children. Maybe you’re excited by the prospect of finally getting to travel or relocate to a new place. In any case, retirement marks a profound life shift.

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People In Retirement

If you’re a retiree with concerns about your financial future—there’s hope for you! For more than two decades, Campbell Wealth Management has been helping people in retirement stabilize finances and build wealth, even during retirement.

We help bring you to the place of retirement certainty so you can enjoy your golden years.

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Women About To Retire & In Retirement

Women at retirement age often find themselves facing a unique set of financial challenges.

For this reason, Campbell Wealth Management has worked for years to develop effective retirement planning strategies specifically designed to help women retire comfortably and confidently, and with as much financial flexibility as possible.

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25

Years in Business

450+

Clients

$700MM

Assets

22

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