Campbell Wealth Management

www.campbellwealth.com

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. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities. FINRA: www.finra.org SIPC: www.sipc.org

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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. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities. FINRA: www.finra.org SIPC: www.sipc.org

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Country

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State

Virginia

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City (Headquarters)

Alexandria

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Employees

11-50

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Founded

2003

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Marketing Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Client Service

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    Phone (***) ****-****
  • Director of Investment Management

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****

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