About

Campbell Financial Services

For many, understanding every aspect of personal finance can be daunting. From taxes to retirement planning and investment strategy, the decisions can be overwhelming.

That’s where we come in.

When we say that “We understand the financial world so you don’t have to,” we mean that our expertise across tax planning, accounting, and investment services is translated in every conversation with our clients. We see ourselves as your partner in finding financial wellness, and our guidance yields positive results and productive relationships with a variety of individuals.

Our multi-generational family business not only leverages our deep industry knowledge, but also our understanding of the various life stages in our clients’ lives. We pride ourselves in being able to ask about your kids’ recent milestones or your last vacation, because we get to know our clients on a personal level.

We are truly passionate about your financial well being, and our specialized service offerings are built for people of all ages who simply want to design a lasting legacy with their resources.

Deborah Campbell

Our Team

We are a family-owned business, providing clients with continuity, stability, and the comfort of knowing that our family is a sound resource for theirs.

Deborah Campbell

Deborah F. Campbell

Certified Public Accountant, Investment Advisor Representative

Deborah Campbell has been a practicing Certified Public Accountant for more than thirty years. A graduate of the University of Massachusetts at Amherst, with a Bachelor of Business Administration, she is the owner of her private practice in historic downtown Plymouth, MA. Deborah is fully licensed in securities and insurance, providing independent, comprehensive tax and financial services that effectively work together. Investments are provided through Avantax Investment Services SM , the country’s largest independent broker/dealer aligned with CPAs. Originally from Norwell, she married her high school sweetheart and has been living in Plymouth since 1996. Together she and her husband have three wonderful children.

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Kevin Campbell CPA

Kevin Campbell

Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™

Kevin works as both a CPA tax preparer and Licensed Financial Advisor at Campbell Financial Services. Kevin graduated from the Isenberg School at the University of Massachusetts, Amherst with a Masters in Science of Accounting in 2014 and immediately began working in public accounting as an auditor at a local firm focusing on financial institutions, nonprofits, and manufacturers. He transitioned to the tax department after realizing he enjoyed helping the firm’s clients at a more personal level. Outside of tax and financial planning, Kevin’s professional career includes starting and running a successful landscaping company in the Plymouth area for more than ten years before ultimately selling the business in 2019. Kevin is the first to admit that while it may seem boring to some, he enjoys reading articles or listening to podcasts that focus on financial updates, tax changes, and overall business strategy in his spare time (to the point where he considers it a hobby). More traditional pastimes include snowboarding, spending time at the beach or pool, cigar and bourbon tastings, attending concerts, and exploring new cities. Kevin currently owns a house in Plymouth, just a few miles from his childhood home.

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Who We Are

Campbell Financial Services, formerly Deborah F. Campbell, CPA, is an independent tax and financial services company.

We have seen missed opportunities and unnecessary expense that can occur when financial advice does not consider the impact of taxes.  It is with this disconnect in mind that our mission is to provide comprehensive tax, financial planning and investment services* that pursue long term financial security while considering the effects of taxes.

Our goal is to completely understand our clients.  We do this by listening. This understanding allows for a personalized program designed to pursue your concerns and goals, by addressing what’s important in your life. Like all plans, financial plans* are designed to change and adjust as they help in guiding you through life’s future financial challenges.  Investment portfolios are developed using a strategy known as asset allocation. We match the asset allocation to different goals and educate our clients so that they are fully committed and understanding of our investment approach to their portfolio. Communication is key, and with Deborah and Kevin as your trusted advisors, you can be confident that your financial future is in good hands.

* These services are offered by Deborah Campbell through her affiliation with Avantax Investment ServicesSM and Avantax Advisory Services SM.

Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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  • 1-508-747-5249

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