Tax Planning & Fiduciary Investment Management You Can Trust
For over two decades, we have provided tax planning and independent, fee-only investment management for clients throughout the Southeast. As an independent registered investment advisory firm, we always put your interests first.
Tax Planning & Tax Preparation for Clients Throughout the Southeast
Tax and investment decisions are interconnected. That is why we offer integrated tax planning, preparation, and investment management. Our comprehensive approach, led by a team of CFP® and CPA professionals, helps reduce your tax liability and keeps your investments and taxes aligned.
A Plan Tailored To Your Unique Circumstances
Tax Planning
Year-round tax planning that goes beyond traditional tax preparation. We identify opportunities to reduce your tax burden.
Tax Preparation
Every return is CPA reviewed, reconciled against IRS transcripts, and filed with precision.
Investment Management
Fiduciary investment management for individuals, families, trusts, and businesses. We manage portfolios aligned with your tax strategy, risk tolerance, and long-term goals.
Planning for Individuals, Families, Business Owners, Trusts & Estates
We serve clients ranging from young professionals building wealth to retirees preserving their legacy. Our services are tailored to meet the unique needs of:
Individuals & Families:
Comprehensive financial planning, retirement strategies, and education funding.
Business Owners:
Tax-efficient business structures, succession planning, and cash flow management.
Trusts & Estates:
Fiduciary management of trust assets and multigenerational wealth transfer.
Certified Financial Planner® with Over 20 Years of Experience
Led by Jim Campbell, a CFP® professional with over two decades of experience, our firm is built on a foundation of deep expertise and unwavering ethics. The CFP® certification is the standard of excellence in financial planning, requiring rigorous education, examination, experience, and ethical requirements.
“Successful investing is a disciplined process, not a hodgepodge collection of the latest investment ideas.”
— Jim Campbell, CFP®
Why Choose a CFP®
Fiduciary Standard
Comprehensive Education
Rigorous Examination
Experience Requirement
Meet The Team
Based in the heart of Chattanooga’s NorthShore, our team is deeply committed to the community we serve. We combine the personalized attention of a local firm with the experience and capability to serve clients across the country.
Asset Management for Complex Financial Lives
For clients with significant assets, financial management requires a higher level of sophistication. Our private asset management services provide a dedicated, high-touch experience that addresses the nuances of concentrated stock positions, charitable giving strategies, and multigenerational wealth transfer.
Your Questions, Answered
Common questions about our fiduciary services and our approach.
In the Chattanooga area, we most often work with professionals, business owners, retirees, trustees, and families with complex financial and tax considerations. Many of our clients have been referred by existing and professionals that value a coordinated approach that integrates investment management, tax planning, and fiduciary guidance.
We are a good fit for individuals and families who value thoughtful advice, clear communication, and a long-term perspective. If you are looking for a fiduciary relationship, tax-aware investment management, and a firm that prioritizes process and prudence over product sales, our approach may be a strong match.
The initial consultation is a conversation focused on understanding your goals, concerns, and current financial situation. We’ll discuss what you’re trying to accomplish, review high-level information, and explain how we work. There is no obligation, and the goal is simply to determine whether working together makes sense.
Our investment management process includes portfolio design, ongoing investment management, risk management, tax-efficient strategies, and regular reviews. When appropriate, we also coordinate investment decisions with broader financial planning, trust considerations, and tax planning to ensure alignment across your entire financial picture.
Yes. We combine financial planning with ongoing portfolio management. Some clients engage us primarily for investment management, while others value a more comprehensive planning relationship that includes cash flow, retirement, tax, and estate considerations. Services are tailored based on each client’s needs.
Tax planning is integrated into our advice rather than treated as a separate afterthought. Our investment decisions consider tax impact, and our planning work is coordinated with CPA-level tax preparation and fiduciary tax expertise when appropriate. This integrated approach helps reduce surprises and improve after-tax outcomes.
Yes. We are a firm that is comprised solely of independent fee-only fiduciary advisors, meaning we are obligated to act in our clients’ best interests at all times. We do not sell commissioned products or receive compensation for recommending specific investments. Our advice is objective, transparent, and aligned with client goals.
Our office is located at 301 Forest Avenue, Chattanooga TN 37405. We have a number clients located across the country. However, most of our clients are located throughout the southeast.
Who do you typically work with in the Chattanooga area?
In the Chattanooga area, we most often work with professionals, business owners, retirees, trustees, and families with complex financial and tax considerations. Many of our clients have been referred by existing and professionals that value a coordinated approach that integrates investment management, tax planning, and fiduciary guidance.
How do I know if Campbell Asset Management is the right fit for me?
We are a good fit for individuals and families who value thoughtful advice, clear communication, and a long-term perspective. If you are looking for a fiduciary relationship, tax-aware investment management, and a firm that prioritizes process and prudence over product sales, our approach may be a strong match.
What can I expect during an initial consultation?
The initial consultation is a conversation focused on understanding your goals, concerns, and current financial situation. We’ll discuss what you’re trying to accomplish, review high-level information, and explain how we work. There is no obligation, and the goal is simply to determine whether working together makes sense.
What services do you provide as part of your investment management offering?
Our investment management process includes portfolio design, ongoing investment management, risk management, tax-efficient strategies, and regular reviews. When appropriate, we also coordinate investment decisions with broader financial planning, trust considerations, and tax planning to ensure alignment across your entire financial picture.
Do you offer both financial planning and ongoing investment management?
Yes. We combine financial planning with ongoing portfolio management. Some clients engage us primarily for investment management, while others value a more comprehensive planning relationship that includes cash flow, retirement, tax, and estate considerations. Services are tailored based on each client’s needs.
How do tax planning and CPA services fit into your process?
Tax planning is integrated into our advice rather than treated as a separate afterthought. Our investment decisions consider tax impact, and our planning work is coordinated with CPA-level tax preparation and fiduciary tax expertise when appropriate. This integrated approach helps reduce surprises and improve after-tax outcomes.
Are you an independent fiduciary financial advisor?
Yes. We are a firm that is comprised solely of independent fee-only fiduciary advisors, meaning we are obligated to act in our clients’ best interests at all times. We do not sell commissioned products or receive compensation for recommending specific investments. Our advice is objective, transparent, and aligned with client goals.
Where is your Chattanooga office located, and do you work with clients outside the area?
Our office is located at 301 Forest Avenue, Chattanooga TN 37405. We have a number clients located across the country. However, most of our clients are located throughout the southeast.
Ready to Secure Your Financial Future?
Schedule a no-obligation consultation to discuss your goals and how we can help you achieve them.