Campbell & Company FL

Campbell & Company FL brings together accounting, tax and wealth management under one roof in Florida. The firm is led by Jackie Campbell, who acts as a fiduciary for her clients and holds the Certified Financial Planner designation, and it serves both individuals and businesses.

What Campbell & Company FL does

• Accounting and tax: CPA services including tax planning aimed at reducing what clients owe.
• Financial planning: written retirement plans that are reviewed each year to reflect changing circumstances.
• Investment and wealth management: portfolio strategy that weighs risk, using a tool called Market Guard.
• Wealth transfer: planning to pass assets on to the next generation.
• Education and media: a resource centre for retirees, plus TV, radio and podcast appearances by the team.

Customers and markets

The firm focuses on current and future retirees, as well as individuals and business owners who want tax and investment advice from the same advisers.

Key facts

• Based in: Florida, United States
• Credentials: Certified public accountants; Certified Financial Planner professional
• Structure: Three integrated lines of business covering CPA work, wealth advice and planning