Financial Planning in Florida

Campbell & Company, Wealth Advisors, and Certified Public Accountants is a full-service financial services and CPA firm. Jackie Campbell is held to a fiduciary responsibility to her clients. This is important when seeking counsel for your financial well-being. As financial advisors, we believe the combination of years in service and experienced professionals enables us to offer a full array of accounting and taxation services, as well as investing, wealth management, and personal financial planning for the benefit of individuals and businesses.

Benefits to You

  • Invest smarter – strategize for less risk and more reward
  • Plan for success with Results in Advance financial planning
  • Help preserve and protect your wealth for seamless transfer to the next generation
  • Tax-smart strategies to help minimize your tax liability

CFP Professionals

CFP Professionals

Discover the difference having a Certified Financial Planner™ Professional can have in your financial journey.

CFP Professionals

In The Media

In The Media

You can catch Jackie Campbell and the Campbell & Company team on TV, radio, and their podcast at your convenience. We will discuss and offer insight on current topics that are impacting people like you!

Media

Market Guard®

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.”

Market Guard

Forbes

3 New Retirement Rules That May Change Retirement as We Know It

Read more at Forbes.com

“As I often mention to my clients, a successful retirement plan is one that must be not only created and written, but also revisited annually to account for changes we can and cannot control.”
– Jackie Campbell

Read more at Forbes.com

Find out more information about the following: