A complete list of active advisors currently associated with Campbell & Company Wealth Management, LLC

Warmer can help you find a great advisor at Campbell & Company Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Campbell & Company Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.