Campbell & Company Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides tailored investment management and comprehensive financial planning to individual clients, addressing areas such as retirement planning, estate and tax planning, cash‑flow and debt management, college savings, and insurance reviews. Clients receive a written or electronic financial plan when engaged and ongoing portfolio supervision aligned with each client's investment policy and risk tolerance.
Campbell & Company primarily practices passive investment management—constructing asset‑class weighted portfolios using index mutual funds and ETFs—while also applying fundamental and cyclical analysis as part of its research process. For portfolio implementation the firm engages an unaffiliated sub‑adviser, Impact Partnership Wealth, LLC, uses a wrap‑fee program through that sub‑adviser, and relies on custodians selected by the sub‑adviser (primarily Charles Schwab and Fidelity); the firm reports it does not itself exercise investment discretion.
Noteworthy for a firm of this size, Campbell & Company is formally affiliated with both an accounting practice and an insurance agency, and its principals hold tax and financial credentials (CFP, PFS, CPA, EA). The brochure also discloses substantial outside business activities by the principals—including ongoing CPA practice work, insurance sales that can generate commissions, and other consulting and business roles—which the firm says are managed through disclosures and supervisory procedures to address potential conflicts of interest.
Client services
Expertise
Fee options
$0+: Up to 1.65%, negotiable +:
$150 to $350 per hour for financial planning services
Main office
7211 Hiawatha Parkway
Spring Hill FL 34606
Advisors at this office
4
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Owen B
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. He has been with the firm since 2026 and has prior experience in the United States Air Force and Air Force Reserves. He also worked at the University of South Florida and Kan Pak LLC. In addition to his advisory role, Burne serves in the United States Air Force Reserves. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily uses a passive investment approach with asset-class weighted portfolios constructed from index mutual funds and ETFs, supported by fundamental and cyclical analysis in its research process.
John M
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
John Macho is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation and over 14 years of industry experience. He previously worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company provides tailored investment management and comprehensive financial planning services to individual clients, focusing on retirement, estate and tax planning, cash-flow and debt management, college savings, and insurance reviews. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, supported by fundamental and cyclical analysis, and collaborates with an unaffiliated sub-adviser for portfolio implementation.
Monica W
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. She has experience in related business activities dating back to 2000, including work with Campbell & Co, CPAs, PA, and various affiliated entities. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning services focused on retirement, estate and tax planning, cash flow and debt management, college savings, and insurance reviews. The firm primarily uses a passive investment approach with index mutual funds and ETFs combined with fundamental and cyclical analysis, and it operates through an unaffiliated sub-adviser.
Jacquelyn C
CFP®, PFS™
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience in financial advising. She is a principal at Campbell & Company Wealth Management, LLC and has held various roles in affiliated firms since 1994, including a CPA and consulting practice. Campbell is also an author and educator, having published books on financial preparedness. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily employs passive investment strategies using index mutual funds and ETFs, and collaborates with a sub-adviser for portfolio implementation while offering ongoing financial plan supervision.
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