Campbell Wealth Advisors, LLC

Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with offerings that include single‑engagement general planning, ongoing comprehensive planning, and specialized Canada–U.S. cross‑border financial planning. Its planning services include written and digital lifetime financial strategies, an online client portal for data consolidation and progress reporting, and ongoing tax and estate planning coordination.

The firm does not provide direct portfolio management; instead it recommends and monitors third‑party advisers and Canadian portfolio managers who handle portfolio management, trade execution, and custody. Campbell Wealth Advisors maintains an ongoing supervisory role—conducting quarterly account reviews and at least annual client meetings—while the recommended managers typically charge asset‑based fees common in the industry.

Distinctive features include explicit cross‑border expertise for Canadians living in the U.S., with a multi‑step planning process that uses Morningstar reporting, Social Security/Canada Pension/OAS benefit analysis, and coordination with cross‑border tax and legal specialists, reflecting a meaningful non‑U.S. client focus. The firm’s owner is a licensed insurance agent and a co‑owner of a registered sub‑adviser, disclosures the brochure identifies as potential conflicts of interest that the firm says it mitigates through policies and client disclosure.