While Boston Magazine named him a Five Star Award winner in 2019 as a wealth manager, Chris Campbell considers himself a planner first. He walks his clients through the “what ifs” of life, providing guidance and confidence to many baby boomers, particularly mid-career small business owners, as they piece together their retirement assets. It’s like putting a puzzle together, he says, to provide a lifetime income in the face of many uncertainties.
Chris has always found appealing the idea that your money can work for you. A native of Chelmsford, Massachusetts, he learned from a friend’s father about careers in financial advising. A financial advisor since 2004, Chris joined the team at Archstone Financial in 2016. He earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning in 2006.
When Chris is not advising clients, he’s likely to be on a golf course or enjoying big waves on a Cape Cod beach, together with his wife and young daughters. Chris is an active coach and board member of Shrewsbury Little League.
Areas of Focus
- Customized Financial Planning
- Retirement Planning Strategies
- Women’s Financial Strategies
- Saving for Education
- Small Business
- Retirement Income Strategies
- Estate & Legacy Planning Strategies
- Protection Planning
- Series 7, Series 66
- Fairfield University, Dolan School of Business, BS Finance, 2003
- Member, Central Massachusetts Society of Financial Services Professionals
The Campbell Team
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria -required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4.Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria -considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.