What We Do

Our Process

At Campbell Wealth Management, we create a sense of retirement certainty for our clients.

Obviously, in personal finance, there will always be elements of the unpredictable. What if a sick grandchild needs your help with medical expenses? What if you and your spouse get a sudden urge to move to Europe for a few years? Managed intelligently, though, life’s twists and turns do not have to throw you off track. Our process—honed over more than two decades of practical experience—is designed to give you confidence.

  • The Bucket List Strategy
  • The Retirement Foundation
  • The Financial GPS
  • The Retirement Paycheck
  • The Legacy Blueprint

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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Years in Business






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