Campbell Wealth Partners, LLC

Campbell Wealth Partners provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, and it also offers educational seminars to the general public at no charge. The firm documents client goals and constraints in an Investment Policy Statement and addresses topics such as retirement, tax considerations, insurance, college funding, and debt management as part of its planning work.

The firm uses a mix of analytical approaches — cyclical, fundamental, modern portfolio theory, and quantitative analysis — and implements both long‑ and short‑term trading across vehicles that include mutual funds, fixed income, ETFs, real estate funds (including REITs), insurance products (including annuities), and private placements. Campbell Wealth Partners operates on a non‑discretionary basis, seeking client approval before executing trades and providing periodic reviews with quarterly custodian statements.

Noteworthy distinctions include the principal’s licensure as an insurance agent and the firm’s recommendation and sale of insurance products, for which supervised persons may receive commissions; the brochure discloses this affiliation, describes how the conflict of interest is managed, and notes that advisory fees are not reduced to offset insurance commissions. The firm also reported no discretionary assets and modest non‑discretionary assets as of February 2026 and discloses that it does not aggregate block trades for multiple client accounts, operational practices that differ from many peers.