About

Why Lisa K. Campoy ?

Delivering the best investment Experience

We're a over 25-years-old-firm built for now. We specialize in helping individual investors as well as institutions. As a privately-owned company, we’re able to focus on relationships rather than shareholder returns.

  • We Set Your Path.

  • Provide Investment Tools.

  • Offer excellent Strategy & Consulting

  • Guaranteed Advisor Relationship

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About Lisa Kimberly Campoy

Lisa Kimberly Campoy and his team specializes in helping individual investors as well as institutions. As a privately-owned company, we're able to focus on relationships rather than shareholder returns. We've consistently been ranked among the best companies to work for by FORTUNE magazine, and our employees tend to stay with us for years. As a privately-owned company, Lisa Kimberly Campoy has a very personal feel that's almost like family. Out of our partnership structure grows a spirit of collaboration. We have a shared focused on doing what's best for our clients, our communities and one another.

At Lisa Kimberly Campoy, clients come first. Aligning each of us in a singular, unifying focus. Whether you’re directly working with clients in a branch office – or in the home office supporting the client relationship with leading edge technology, analytics or products – your contribution, together with the contributions of each and every Lisa Kimberly Campoy associate, is doing so much more than helping people achieve their financial goals. Your contribution is helping them work toward achieving their life’s dreams.


In action

We are greater than one, a force of many. We are approximately 52,000 associates seeking to make a real impact in three areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth. Every day, we put our purpose in action. It’s what our clients expect from us, and what our communities need from us. But most importantly, it’s what we demand from ourselves.

Serving our clients is our only focus. This makes it easy to pour all our resources – from the home office to the field – into supporting the one-on-one relationship between each Lisa Kimberly Campoy Branch Office Administrator & financial advisor and each client. This single-minded focus is the heart of our unique branch-team model. And it supports our client-first mission: Serving the serious individual investor by offering goals-based advice to help them achieve their long-term financial goals.


Partnering for Lasting Financial Strength

We create deep relationships and provide tailored resources to educate and support people in seeking to create intergenerational wealth for themselves and those around them. As a firm, we want people to achieve what's most important to them, and we believe the keys to their success lie in helping to grow financial knowledge and build long-lasting financial resilience. We create deep relationships and provide tailored resources to support people as they seek to create intergenerational wealth for themselves and those around them.

How we make a plan tailored for you and your future

Setting your path is about building the future you dream about. Together, we'll use our 5-step process to assess your tolerance for risk and create quantifiable, actionable financial goals based on what’s important to you. We'll partner with you throughout your journey, always sharing strategies to help bring you closer to the future you see for yourself.

Step 1: Where am I today?

First, take time to understand where you are today. We’ll work together to identify and prioritize your needs, assess your risk tolerance and understand what affects your current financial picture. Factors such as income, expenses and savings all play a part in this. Talking about these factors shapes the advice we offer you and the strategies we’ll build together.

Step 2: Where do I want to go?

In this step, we'll explore your financial goals and aspirations. We'll discuss your short-term and long-term objectives, such as saving for retirement, buying a house, or funding your child's education. By understanding your goals, we can develop a plan that aligns with your vision for the future.

Step 3: How do I get there?

Once we have a clear understanding of your current situation and goals, we'll develop a personalized strategy to help you reach your objectives. This may involve investment planning, risk management, tax strategies, and other financial considerations. We'll explain the recommendations and answer any questions you may have.

Step 4: Stay on track

Creating a financial plan is not a one-time event. We'll regularly review your progress, make adjustments as needed, and keep you informed about changes in the market or financial landscape that may affect your plan. Our goal is to help you stay on track and make informed decisions along the way.

Step 5: Partnering with you

We believe in building strong, long-lasting relationships with our clients. As your financial partner, we'll be there to support you and provide ongoing guidance as your needs and circumstances change. We're committed to helping you achieve your financial goals and working together to navigate the complexities of the financial world.

At each step of the process, we'll collaborate with you, listen to your input, and ensure that the plan we create reflects your unique needs and aspirations.


Building financial resiliency

Helping clients make a lasting impact

Investing in our branch teams and clients