Robert Campbell

Partner, Financial Advisor, CPA, CFP®

2002-Present

Robert Campbell

Specialties

  • Tax Strategy Planning
  • Investment and Portfolio Allocation

At The Wiser Financial Group, I serve as one of our senior financial advisors, tax planning strategists, and partners at the firm. Throughout my career at Wiser, it has been a pleasure to work with our talented team and I feel lucky for the opportunity to serve so many of our clients throughout the Southwest Michigan area. With our firm’s collaborative approach, I feel confident that we are able to serve our clients by truly knowing who our clients are, what their goals are, and keeping that in perspective when looking at the big picture of how we can help our clients reach their ultimate vision for retirement.

Since I started here, I can tell you one of the most rewarding feelings is knowing how our clients feel confident entrusting our team to help them invest in their future and work together towards personalizing their own plan for retirement. At this organization, relationships mean everything to us, and it all boils down to trust. Not just from a business standpoint, but also from a personal side. We love having the opportunity to get to truly know our clients, not simply knowing what their basic retirement goals are, or what a few of their investments look like, but by having the opportunity to hear about your kids, your grandkids, what your likes and dislikes are. These are important aspects of your life, not only to you, but to our team as well. We want to provide our clients with everything we can, as if they were our own family. I feel extremely grateful for the opportunity and the trust my clients have with our group, and we want to do our absolute best to help make those dreams for retirement a reality with all of our clients.

Outside of the office, I love spending time with my family and friends here in Kalamazoo. I am happily married to my wife, Karla, and we are lucky to have a family of three wonderful children, Lydia, Hayden and Hudson. We have lived in Kalamazoo for the majority of our lives, but our oldest, Lydia, has finally escaped Michigan and this fall she will be starting her freshman year of college out West. Most of the time you can find Karla and myself cheering on a basketball, soccer, or baseball game for either Hayden and Hudson, but we also love to spend time cheering on Michigan State Football and Basketball whenever we get the chance.

© The Wiser Financial Group
6100 Stadium Drive, Kalamazoo MI 49009
269.372.1430 | 800.292.1472
Site Made in Michigan by NK


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Nether Kestra IS and Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

BrokerCheck