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You have meaningful goals. We can help you work to achieve them. Whether you are a seasoned investor or just starting out, we work with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.
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what we do
Campos Financial Group is an independent financial services practice focused on providing investment management, and financial planning services. As independent advisors, we take pride in serving our clients, NOT the big banks or proprietary interests. We act in your best interest 100% of the time.
In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
Registered States: DC, MD, VA, NY, NJ, FL, TX, CO We are based in the DC metro area but serve clients in the states listed here. While we meet regularly via phone or virtual meeting, we also arrange face to face client meetings in the above locations throughout the year, schedule permitting.