A complete list of active advisors currently associated with Campbell Deegan Financial
Warmer can help you find a great advisor at Campbell Deegan Financial or one who fits your needs even better.
Campbell Deegan provides comprehensive wealth management and financial planning to individuals, families, business entities and retirement plans, delivering portfolio management on both discretionary and non‑discretionary bases. The firm reports approximately $745 million in assets under management across about 766 client relationships and offers services that include retirement, tax, estate, education and business planning as well as access to private investment funds. The firm’s investment process emphasizes fundamental analysis and diversification across mutual funds, ETFs, individual securities, private investment funds and, when appropriate, Independent Managers; it implements client‑specific allocations from conservative to aggressive model strategies and conducts ongoing monitoring with at least annual formal reviews. Campbell Deegan also discloses the potential use of margin and options in some strategies and serves as an ERISA/IRC fiduciary for retirement accounts. Campbell Deegan is an indirect, wholly‑owned subsidiary of Focus Financial Partners, a corporate structure that connects it to other Focus entities—including registered advisers, broker‑dealers, pension consultants and firms that manage private funds—and to resources made available through that network. Compared with many team firms, it combines a relatively compact advisory team with a large client roster and material AUM, and it discloses receipt of technology and operational benefits from custodians and participation in Focus‑sponsored industry events, which may influence access to research, managers and third‑party services.
To learn more about the advisors currently working at Campbell Deegan Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 9
| |
Richmond, VA
| 27
| |
Richmond, VA
| 15
| |
Richmond, VA
| 11
|
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