Campbell Wealth

At Campbell Wealth Management, we understand that retirement is a significant milestone in an individual's life. Our team of experienced professionals is dedicated to helping our clients navigate this critical phase with confidence and precision. We specialize in providing tailored financial planning solutions to individuals 55 and older who are near or in retirement. Our approach is centered on helping our clients achieve their retirement goals, while navigating the complexities of market volatility.

Our Philosophy

Our philosophy is built on the principle that a successful retirement is contingent upon proper planning. By defining our clients' goals for retirement, we provide a clear direction for their financial plan. This enables us to build confidence, regardless of market conditions, and helps temper emotional decision-making. We believe that a well-crafted financial plan is the key to achieving peace of mind and ensuring that our clients' needs are met during this critical phase of their lives.

Our Services

At Campbell Wealth Management, we offer a comprehensive range of services designed to meet the unique needs of our clients. Our services are centered on creating a tailored financial plan that addresses our clients' specific challenges and goals. Our services include:

• Legacy & Beyond Planning: We help our clients create a lasting legacy by planning for the distribution of their assets after their passing.
• Planning & Strategy: We develop a comprehensive financial plan that addresses our clients' income, investment, tax, and legacy goals.
• Security & Protection: We provide our clients with peace of mind by creating a diversified investment portfolio that balances risk and return.

Our Process

Our process is centered on working closely with our clients to understand their unique needs and goals. We take a holistic approach to financial planning, integrating insights from our team of experienced professionals to create a tailored plan. Our process is built on the following core principles:

• Client-Centered: We put our clients at the forefront of everything we do.
• Comprehensive: We develop a comprehensive financial plan that addresses our clients' income, investment, tax, and legacy goals.
• Holistic: We consider our clients' entire financial situation, including their assets, liabilities, and estate goals.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping our clients achieve their retirement goals. Each member of our team is certified to provide exceptional service and guidance to our clients.

Awards and Recognition

We are proud to have received numerous awards and recognition for our expertise and commitment to our clients. These awards include:

• Forbes 2024 Best-In-State Wealth Advisors
• Barron's 2024 Top 1200 Financial Advisors
• Worth's Top RIA Firms 2024
• Northern Virginia Top Financial Professionals in NOVA 2023