Campbell Wealth Management

Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace. At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face. What’s revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Campbell Wealth management. Campbell Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Florida, Maryland, Texas, & Virginia. FINRA: www.finra.org SIPC: www.sipc.org