Its team of advisors assesses the clients' holistic financial situation and provides recommendations in areas such as retirement, estate, personal tax, and charitable planning. The company also assists in real estate, mortgage, debt, and risk management analysis. 4J Wealth Management's advisors have a combined financial planning experience of more than 70 years. Campbell Wealth Management is a full-service financial planning firm assisting clients in Alexandria. The family-owned firm focuses its services on individuals over the age of 55, offering retirement planning services. These include income, insurance, Social Security, and legacy planning.