Designing strategies and solutions to meet your unique needs
Financial planning involves three basic steps – determining where you stand today, identifying where you want to be in the future, and charting a path to get there. The right planning can make all the difference.
We are a “fee-only” firm, which means we are paid solely by client fees and work only for our clients. We are completely independent and are not affiliated with a brokerage firm, insurance company or other organization.
There are no commissions, broker sales incentives, or referral fees to influence our recommendations. As a Registered Investment Advisory firm, we are legally and ethically held to a fiduciary standard — this means that the financial advice we provide to you must be in your best interest.
We believe that any advisor can manage your portfolio, but we help you navigate the pieces of life’s puzzle that are influenced by your portfolio.
We plan on a life-long relationship with our clients, as wealth is accumulated and protected through proper planning. We invite you to browse our website to get to know our services. Then contact us regarding your situation.
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 many 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.