# Campbell Wealth Management

Campbell Wealth Management is a Multi Family Office based in Alexandria, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Alexandria, United States
- **Region:** North America
- **Address:** Alexandria, VA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** www.campbellwealth.com
- **LinkedIn:** https://www.linkedin.com/company/campbell-wealth-mgmt

## Regulatory record

- **Reports private funds:** No

## About

Campbell Wealth Management is a multigenerational family-owned business run by Scott and Justin Campbell. We specialize in investment management, retirement planning, and providing a holistic approach to wealth management.

## Sectors

- Retail Financial Services

## People

- Kelly Campbell — Founder & CEO

## Questions

### Who runs investment decisions at Campbell Wealth Management?

Kelly Campbell is the founder and CEO, and she serves as the principal portfolio strategist for the firm. Investment decisions are made by an internal investment committee, with Campbell setting the overall asset allocation philosophy. The firm uses a combination of in-house research and third-party models to construct retiree-focused portfolios.

### Does Campbell Wealth Management serve clients outside the Washington, D.C. area?

While the firm's physical office is in Alexandria, Virginia, and its client base concentrates heavily in the mid-Atlantic region, Campbell Wealth Management can serve clients across the United States through virtual advisory relationships. The firm's public seminars, radio appearances, and the 'Retirement Solved' podcast draw prospective clients from a wider geography, though the team's deep expertise is in the federal employee and military benefits systems specific to the D.C. ecosystem.

### Does Campbell Wealth Management provide tax or legal advice in-house?

Campbell Wealth Management integrates tax-efficiency analysis into its retirement planning process, particularly around required minimum distributions, Roth conversions, and Social Security taxation. However, the firm does not employ in-house CPAs or attorneys. It coordinates with a client's external tax and legal professionals and maintains referral relationships with specialists in estate planning and elder law in the D.C. metro area.

## Related profiles

- [Campanile Foundation](https://altss.com/profile/campanile-foundation)
- [Canaccord Global Investments Canada](https://altss.com/profile/canaccord-global-investments-canada)

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Last updated: 2026-07-06T01:24:13.414Z

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