17595 S. Tamiami Trail, Suite 200-23 Fort Myers FL 33908 Phone: (239) 454-5333 Fax: (877) 395-8616
Completely objective financial advice. It’s a simple philosophy and one in which we at Campbell Financial Partners LLC strongly believe. We want our clients to have the peace of mind that comes with knowing their financial affairs are in order. As your planning partner, we assist you in designing strategies and solutions to meet your unique needs.
We are a “fee-only” firm, which means we work for you and only you. We are completely independent and are not affiliated with a brokerage firm, insurance company or other organization. There are no commissions, sales incentives or referral fees to influence our recommendations. We have no minimum account value or minimum net worth requirements, as we believe professional financial advice should be available to everyone – not just the super affluent.
Our fee-only structure allows us to build a relationship you can trust, based on sound advice and complete objectivity. As a Registered Investment Advisory firm, we are legally and ethically held to a fiduciary standard – this means that the financial advice you’ll receive is always in your best interests. We plan on a life-long relationship with our clients, and are completely disinterested in commission sales and the needless rotation of your investments.
Whether you are an individual or a business, you are faced with financial challenges and opportunities every day. Because your financial well-being is our goal, we will provide you with the answers you need to meet those challenges and take full advantage of the opportunities.
Topics on which we most commonly provide advice are:
We offer three levels of service:
Campbell Financial Partners, LLC is a Registered Investment Advisor in the State of Florida; as such, we maintain a fiduciary responsibility with our clients. In addition, we have elected to be compensated solely by the client, never by commissions or referral fees. Only a small percentage of the nation’s financial planning firms are structured in this fee-only manner.
Kathleen Campbell is the founder and principal of Campbell Financial Partners, LLC. Her mission is to provide independent and objective financial advice and to help her clients achieve their short- and long-term financial goals. She has a unique ability to organize each client’s financial issues and to simplify the financial planning process.
Kathleen’s background is in small business ownership and management. Prior to becoming a financial planner, Kathleen enjoyed successful careers in marketing, product development, retail, restaurant management and real estate. Based on her extensive experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.
Whether you are just starting out on your financial journey or well along your path, Campbell Financial Partners LLC can help you make better financial decisions and reach your most important life goals. Please call and get started with us today.
Education and Affiliations:
Executive Program for Financial Planning Certification, University of Georgia Terry College of Business, Athens, GA
Bachelor of Arts in Economics, Agnes Scott College, Decatur, GA
Garrett Planning Network – member
NAPFA Registered Financial Advisor
