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.

Kathleen Campbell

Founder
Kathleen Campbell

Campbell Financial Partners, LLC is a Registered Investment Advisor in the State of Florida; 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.

Kathleen Campbell is the founder and Principal of Campbell Financial Partners, LLC. Her mission is to provide independent and objective financial advice and to help her clients achieve their short-term and long-term financial goals. She has a unique 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.

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

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 »