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.
A diverse and ambitious clientele in Virginia and more than 20 other states – active and retired business owners, physicians, attorneys, engineers, shipping and transportation executives, and generations of their families. We also work closely with medical practices and law firms whose retirement plans we handle.
Our wide-ranging ages and interests allow us to work naturally with older and younger clients – laying the groundwork for close and enduring relationships. Many clients have become our close friends – sharing their happy and sad news with us, as friends do.
As an established group, we take a "team approach" in which we share perspectives and provide clients with our deep reserve of knowledge and know-how. This dynamic has created immeasurable benefits for clients who sell their enterprises, transition from a work life to a retirement lifestyle, look to leave a family legacy, or are challenged by difficult life events.
We are well aware that clients can choose from thousands of advisors. That's why we are so passionate about our efforts and delivering what we believe is a superior and consistent level of wealth management.
CFP®, CIMA®, CPFA™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
