At the Campbell, Johnson & Earl Wealth Management Group, we take a distinctive, multi-disciplined approach to wealth management. We expect you’ll find that it is different, more comprehensive, and more meaningful than what you may have found elsewhere.


As a team and individually, we have been consistently recognized for excellence by the industry. Our group was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list 2024* (Published on January 9, 2024. Rankings based on data as of March 31, 2023).  What’s more, each of our advisors has earned professional credentials and accolades that reflect their ongoing training and national reputation. We feel privileged to bring clients a rare blend of experience and expertise.


As long-time colleagues, our advisors trace their roots to the fields of economics, finance, applied mathematics, and the practice of law. Applying our competencies, we are able to create “idea leverage” – putting our heads together to deliver forward-thinking recommendations that serve clients’ best interests. With our strong and ongoing emphasis on planning, we help clients achieve benefits that extend beyond dollars and cents – to feeling financially secure in the present and feeling optimistic about the future. By doing our jobs well, we can help clients who work and play hard, rest easily. (Please note: Because the development of effective planning strategies is critical to our approach and your success, we devote an entire section to it, at left. We hope you’ll read it.) *Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 9, 2024. Rankings based on data as of March 31, 2023.  Data provided by [SHOOK](https://urldefense\.proofpoint\.com/v2/url?u=https\-3A\_\_shookresearch\.com\_\-2522\-2520\-255Ct\-2520\-2522\-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX\_\_g&r=IQFg9MeBWwU7DNMg2W\-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=\)\[^®](https://urldefense\.proofpoint\.com/v2/url?u=https\-3A\_\_shookresearch\.com\_\-2522\-2520\-255Ct\-2520\-2522\-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX\_\_g&r=IQFg9MeBWwU7DNMg2W\-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=\)\[ Research\, LLC](https://urldefense\.proofpoint\.com/v2/url?u=https\-3A\_\_shookresearch\.com\_\-2522\-2520\-255Ct\-2520\-2522\-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX\_\_g&r=IQFg9MeBWwU7DNMg2W\-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=\)\.  Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see [www.SHOOKresearch.com](https://urldefense\.proofpoint\.com/v2/url?u=http\-3A\_\_www\.SHOOKresearch\.com&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX\_\_g&r=IQFg9MeBWwU7DNMg2W\-Qa2tn2fqPqzRWWmtR1E58G8A&m=1mwTJymdayMErYQd\_xxpmX6O\_HakFEEet94qccw06\_Q&s=K\_GXAdmVBGeglNSUNuhhe05cWE44mM9UHSZplCEMrko&e=\)\. SHOOK is a registered trademark of SHOOK Research, LLC.