Campbell Financial Advisors’ Advantage

Our Financial Planning Process

  • Providing you with an Engagement Letter of Understanding and Disclosure
  • Needs Based Analysis
  • Philosophy of Investing
  • Providing you with an Investment Policy Statement
  • Regular Client Reviews

Our client centred financial planning process is designed to help you preserve wealth and maximize your estate. It reflects our unwavering commitment to demonstrating;

  • Open and Honest Communication
  • Client’s Best Interests 1st, Philosophy
  • Due Diligence
  • Integrity
  • Transparency
  • Professionalism
  • Enthusiasm
  • Confidentiality

Via the Investor Login and Guardian Capital Clients Login tabs, we provide you with access to real-time account information anytime from anywhere, worldwide.  (Guardian Capital Clients are managed through referral arrangements.)

As a convenience to our clients, I am pleased to meet with you at your home, business or favorite coffee shop.

No life insurance or money management company holds an ownership interest in Campbell Financial Advisors, nor do I hold any interest in or obligation with any life insurance or money management company.