Tailored wealth advice

Professional guidance that helps inspire confidence

The Campbell Investment Group

Our mission is to generate attractive returns with the stability you want.

"We're not a typical financial advisory practice. Our valuation process helps us manage several distinct investment portfolios. As the portfolio manager, we practice the time honored tradition of valuing and selecting investments one security at a time, managing risk, and constructing portfolios to meet client objectives. The goal is that our clients save on fees and enjoy better returns in the process." – Aaron S. Campbell, Portfolio Manager & First Vice President – Wealth Management

Two principles drive our service:

-Investing with purpose. How we invest is determined by your goals, managing risk, owning attractive assets with healthy cash flow, and being cost effective.

-Tailored financial planning. We help organize your financial resources and align your investment strategies with your goals. The objective is to create a financial plan greater than the sum of its parts.

Our job is to give you confidence, make things easy, and help you afford the life you want now and into the future.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IL
  • IN
  • KY
  • MD
  • MD
  • MI
  • NC
  • NH
  • NY
  • OH
  • SC
  • TX


  • Valuation & Corporate Finance - w/ Honors, New York University - Leonard N. Stern School of Business, 2017 - 2018
  • Philosophy, University of Utah, 1992 - 1999



Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Business succession
Custom portfolios
Professional athletes
3601 Rigby Road
Miamisburg, OH 45342
  • (937) 226-6583

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager