We are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor.

Campbell Financial Partners, LLC is an SEC Registered Investment Adviser; as such, we maintain a fiduciary responsibility to our clients. In addition, we have elected to be compensated solely by our clients, never by commissions or referral fees. By offering fee-only services, we avoid potential conflicts of interest, real or perceived.

Our mission is to provide independent and objective financial advice and to help clients achieve their short-term and long-term financial goals. We have the ability to organize each client's financial issues and to simplify the financial planning and investment process.

Kathleen has an extensive business and entrepreneurial background. Prior to becoming a financial planner, Kathleen enjoyed successful careers in marketing, product development, retail, and real estate. Based on her experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.

James started in the financial services industry in 2000 and joined Campbell Financial in 2017. His career background includes helping ultra-wealthy families navigate the unique financial challenges inherent with wealth. Based on this experience, James is well equipped to address the many financial challenges clients face, regardless of the complexity.

Kathleen Campbell

Founder
Kathleen Campbell

Education and Associations

  • Executive Program for Financial Planning Certification, With Distinction
    University of Georgia, Terry College of Business, Athens, GA
  • Bachelor of Arts in Economics, Agnes Scott College, Decatur, GA
  • NAPFA (National Association of Personal Financial Advisors)
    NAPFA-Registered Financial Advisor
  • Garrett Planning Network — member

James Moore, CFP®

Financial Adviser
James

Education and Associations

  • Bachelor of Science in Finance, University of Florida, Gainesville, FL
  • CFP® Certification Professional Education Program, College for Financial Planning, Centennial, CO
  • CERTIFIED FINANCIAL PLANNERTM
  • CEG Worldwide Alumni

Affiliations

Dimensional Fund Advisors
Dimensional Fund Advisors
Details

Our clients benefit from access to the Dimensional Fund Advisors family of mutual funds. Dimensional follows a passive, asset-class investment approach and employs extremely efficient trading strategies. Access to DFA funds is limited to clients of select fee-only advisors who share Dimensional’s views about the efficiency of capital markets and the importance of investor education.

Visit the Dimensional Fund Advisors website »


NAPFA
National Association of Personal Financial Advisors
Details

The nation's leading organization dedicated to the advancement of Fee-Only financial planning. Professionals who are accepted as NAPFA-Registered Financial Advisors must subscribe to a strict fiduciary oath and Code of Ethics and are required to fulfill significant continuing education requirements.

Visit the NAPFA website »


Garrett Planning
Garrett Planning Network
Details

An international network of Fee-Only financial planners. Members bring the collective wisdom of the entire network — comprised of over 300 financial planning and allied professionals — to their own individual practices.

Visit the Garrett Planning Network website »



CERTIFIED FINANCIAL PLANNER TM
Details

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

Visit the CFP website »