Investments

When selecting investments to fund your journey through your golden years, we take a Smart, Safe, and Simple approach. 

Through academic research we understand what drives investment performance and returns.
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Based on that knowledge, we design a customized solution tailored to fit your risk tolerance and needs.

Added Peace of Mind Starts Here

​When market changes affect your investments, you will be the first to know.

Financial markets go up, down and sideways. The volatility can be awfully frustrating, difficult to understand, and challenging to stay committed to. But with a proper plan, investing can provide very real long-term rewards.

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WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.
There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.
WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Campbell Financial Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Campbell Financial Advisory, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Campbell Insurance Services, LLC. Arkansas Insurance Producer Number #1667080. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. Campbell Financial Advisory, LLC/Campbell Insurance Services, LLC and Aaron Campbell are not affiliated with or endorsed by the Social Security Administration or any other government agency.