A.G. Campbell Advisory, LLC (“A.G. Campbell”) is an independent investment advisory firm offering individuals and institutions custom investment advice, financial planning and family office services. A.G. Campbell was founded in 2012 by veteran industry professionals to address the need for a high quality firm where clients have access to the resources of a large firm, without the inflexibility and conflicts of interest inherent in a larger financial institution. The principal objective of A.G. Campbell is to advise our clients on how to grow and preserve their wealth for themselves and for their families. Our client’s best interests are of paramount importance and the foundation of our work.
A.G. Campbell Advisory views the core values of integrity, competency, honesty, loyalty and as the foundation of our business structure.
The Campbell family badge serves as the logo of our company and traces its roots back to the 17th century Scottish Clans of the Highlands. The Latin motto, “Ne Obliviscaris” was a War Cry and literally meant, “Forget Not”.
In a world where so may are consumed with self-interests, this historic Clan badge symbolizes a promise to our clients to “Never Forget the Client”. The significance of the wild boar embedded in the badge image was purely one of ferocity
Alexander "Zandy" Campbell, III
Founding Principal, AIF®
Mark D. Scott
Managing Prinicpal, CCO
Betsy B. Brennen
Principal, CFP®, AIF® , CDFA®