What services does Campos Financial Group offer?
Comprehensive wealth management designed to protect, grow, and preserve our clients’ assets. Our expertise includes retirement and income planning, investment management, tailored insurance solutions, risk advisory, and estate planning. We partner with individuals, small businesses, and nonprofits across the DMV region and in more than a dozen states to deliver personalized strategies and enduring financial confidence.
What makes Campos Financial stand out in the financial services field?
As an independent firm, we provide fair and objective counsel to clients without the undue pressure of sales goals or proprietary product restrictions, and can review a much broader range of investment options. As a fiduciary, we act only in our clients’ best interests. For most clients, we use a tiered, asset based, flat fee structure, not commissions, although of few of our long-time clients prefer the commission model so we honor that. We also offer our clients the opportunity to talk to us regularly without being billed by the hour.
Who is your ideal customer?
I work best with clients who are open, collaborative, and value guidance that enhances their financial decision-making. Many new clients come to me with generic, one-size-fits-all plans, and together we transform those into strategies that improve portfolio efficiency, uncover opportunities to save on insurance and taxes, and, for businesses, implement retirement plans tailored to their size and needs.
What motivated the founding of the business?
I spent years at very large and well-known wealth management companies. I realized that I love this industry, and enjoy helping people manage their assets, but I no longer wanted to do it in big entities that were not always client focused. I had never considered being independent, but as I researched it, I realized I could access all the same capabilities and do everything I had done before and have a completely client first focus. I launched my firm in 2019, and we just expanded our office space in Rockville.
Can you tell us about your community involvement?
I am a longstanding Board member of Child Justice, Inc., which provides pro bono legal services for non offending, protective parents in civil family law or protective order cases involving child custody and access. I am also on the Business Advisory Council for SEEC, which provides a range of community supports to help people with intellectual and developmental disabilities live lives of their choosing. I am also active in several Chambers, including serving on the board of the Rockville Chamber.
Why Rockville?
This is home: I was born at Shady Grove Hospital, I grew up here and have always been a part of the local community. Also, this location is quite central. We are a quarter mile from 1-270, my office is within 30 minutes of Frederick, DC, or Northern Virginia. This is key for my DMV clients who like to meet in person.
About Campos Financial Group
Campos Financial Group provides wealth management services to help clients reach their financial goals. Campos Financial looks beyond mere investments and deeply analyzes clients’ entire financial lives to provide the clearest roadmap to growth and prosperity. Campos Financial Group serves clients in the DMV region, and more than a dozen states throughout the U.S.
Campos Financial Group
Website: https://camposfinancialgroup.com
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