Klein, Campbell & Associates

klein, campbell & associates is a boutique financial services firm dedicated to high net worth individuals and closely held businesses. we offer a full range of tax, accounting, wealth management, and business advisory services. our mission is to help you to create opportunities for success by adhering to our core values of trust, engagement, and commitment. klein, campbell & associates is built on a proud tradition of service, technical expertise and creative thinking. with over 30 years of experience, we give our clients the depth of knowledge you will find in a larger firm, while our dedication to superior client service offers the personal, one-on-one approach with higher level personnel that smaller firms are known for. klein campbell provides traditional financial planning and tax services, but one of the things that differentiates us from other firms is the depth of our significantly expanded services. these include: • outsourced cfo services and human resources for smaller busi