Grow Your Wealth with Confidence
At Campus Federal, we provide more than just financial products. We believe in building lasting partnerships that help you achieve your financial goals. That’s why we offer Wealth Management Services, powered by RRDM | Wealth Management Partners - valued partners with over 100 years of combined experience in helping individuals manage and grow their wealth.
Whether you’re planning for retirement, managing investments or securing your family’s legacy, we provide the tools, experience and personalized service you need to succeed.
Our Services Include:
- Financial Planning: Build a comprehensive roadmap to manage your money, savings and investments so you can pursue your life goals.
- Educational Planning: Start early with strategies for saving and investing in your children’s future education.
- Investment Advisory Accounts: Benefit from professional investment advice that is tailored to your unique needs and objectives.
- Annuities: Discover strategies for creating guaranteed income for your retirement years with annuities.
- Retirement Planning: Prepare for the retirement you’ve always dreamed of with strategic planning and smart investment solutions.
- Account/Portfolio Reviews: Review of your current portfolio together to ensure it aligns with your long-term financial goals.
- Stocks & Structured Products: Explore diversified investment opportunities with stocks and structured products that fit your risk tolerance and financial objectives.
- Wealth Transfer & Legacy Planning: Plan for the future with estate strategies that ensure your wealth is passed on according to your wishes.
- Trust Planning & Services*: Work with consultants to establish and manage trusts that protect your assets and provide for your loved ones.
- Mutual Funds: Diversify your investment portfolio with a wide range of mutual fund options tailored to your needs.
No matter your financial needs, we have solutions for you. No strategy assures success or protects against loss. Stock investing includes risks, including fluctuating prices and loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.*
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Partnership Built Around Your Success
Our wealth management partners, RRDM | Wealth Management Partners, take a holistic approach to your financial well-being. They’ll work closely with you to understand your needs, goals and values—offering personalized advice every step of the way.
Why Choose RRDM | Wealth Management Partners?
- 100+ Years of Combined Experience: RRDM | Wealth Management Partners bring a wealth of knowledge and experience to help you make informed financial decisions.
- Personalized Attention: Their philosophy is simple – they take the time to understand your financial aspirations.
- Professional Experience: Work with a team of experienced financial professionals who are dedicated to helping you pursue your goals.
- Comprehensive Solutions: From retirement planning to estate strategies, they offer a full range of services to address your unique needs.
Take control of your financial future today. Partner with RRDM | Wealth Management Partners for your wealth management journey.
Get Started Today
Ready to take the next step in securing your financial future? Fill out the form below and one of our wealth management specialists will reach out to discuss your goals and how they can assist you. Whether you’re interested in financial planning, investment advice, retirement strategies or legacy planning, we’re here to help you succeed.
Email Us
Email us your questions and concerns and a representative will answer you shortly.
Office Hours
Monday – Thursday: 8 AM – 4 PM
Friday: 8 AM – 3 PM
LPL Financial Form CRS See more about RRDM | Wealth Management Partners investment professionals at FINRA BrokerCheck
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Campus Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RRDM Wealth Management Partners and may also be employees of Campus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Campus Federal Credit Union or RRDM Wealth Management Partners.
Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Campus Federal for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.