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

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We Are Growth Oriented

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We Are Hard Workers Who Take Initiative

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We Are Resilient

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We Are Optimistic and Positive

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We Are Compassionate

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We Are Coachable and Open Minded

25

Years in Business

370+

Clients

$600MM

Assets

22

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