Wealth advice developed for your life’s journey.
Just like a river changes over time, so do the financial markets and so may your life goals. We’ll get to know you and your needs, so we can plan for what lies around the bend.
A Full Suite of Services for Business Owners and Individuals
With my background as a CPA and Personal Financial Specialist, I can help clients navigate financial planning and investment strategies, as well as address tax implications. The first step is to find out what is important to you.
Insights
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across...
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook,...
About Us
I’m Paul Neltner, the founder of Camden Investment Co. I started this firm with one goal in mind: to serve people with personalized financial advice. With many years of experience managing investments, I will put your needs first and develop plans to help you achieve your goals–whether saving for college expenses, traveling in retirement, or starting a new business.
I’m dedicated to helping you create a smart, long-term investment strategy to manage life’s ebbs and flows and to advance your wealth goals.
