Campbell Wealth Management, Inc.

Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace. At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face. What’s revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement. This individualized financial plan is just one example of the commitment that the Campbell Wealth Team has for our clients. And, our clients aren’t the only ones who have noticed. CEO, Kelly Campbell, has been recognized for the past FIVE YEARS, by Barron’s as a top financial planner in the Nation and in Virginia.

Address: 700 South Washington Street Suite 220, Alexandria, Virginia 22314, USA

Phone: +1 703 535 5300
FAX: +1 703 535 5317