Cue the Confetti!
Jackie’s idea to “simplify” her life was the beginning of Campbell & Company, and that idea expanded in 2014 as she became a licensed IAR in order to offer retirement planning services. The family grew from her kitchen table to three office locations in the Tampa Bay Area, and the world wide web allowed national service to a dedicated team located in multiple states.
Our aim is to offer complete financial strategies to help individuals and families. From retirement planning, to investment management, to legacy planning and more, we help people understand and prepare for a financial future designed to meet their unique goals.
Our mission is to have a significant impact. We are focused on helping people understand their financial situation and ways it may influence future generations. We do this by using 360-degree analysis to provide personalized recommendations and ideas that help reduce unpleasant surprises and give our clients confidence.
Some of Jackie’s first clients are still a part of our Campbell & Company family today. Our team members over the years, include mothers, daughters, sons, brothers, sisters, husbands, and wives – truly a family business.
We’d like to thank our family and friends for all the referrals throughout the years.
Love, Jackie, Monica & Jim
CFP® Professionals
Discover the difference having a CERTIFIED
FINANCIAL PLANNER™ Professional can
help have in your financial journey.
CFP Board owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™, and CFP® in the U.S.
Market Guard®
We utilize Market Guard® “to help
empower clients with potentially the
highest probability of investment
success, while helping to protect their
investments along the way.”
What’s Your Risk Number?
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Campbell and Company, IPW, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Campbell and Company nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
How We Help Our Clients
Financial Planning in Florida
Campbell & Company, Wealth Advisors is a full-service financial services firm. Whether you’re looking for help with saving, planning, wealth management, or insurance coverage, Campbell & Company aims to provide financial knowledge and confidence.
Benefits to You
- Invest with purpose and confidence — helpful strategies designed to meet your specific risk tolerance
- Help preserve and protect your wealth for seamless transfer to the next generation
Trust the experienced professionals at Campbell & Company.
Prior Planning Pays™
Prior Planning Pays is our motto and our guide when it comes to retirement planning. We want to work with you to make sure you are considering all areas of your financial plan to give you more confidence in your future.
There are four steps:
1. Envision:
Having a clear picture of what you want retirement to look like for you.
2. Plan:
Having a plan in place to help you achieve those goals.
3. Strategize:
Work with a professional to design a plan tailored to your unique situation that may uncover potential opportunities.
4. Align:
Make sure your plan fully aligns with your goals and your spouse’s or partner’s goals.
Begin Your Financial Journey
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