Offering Wealth Management Services for Nearly 25 Years
At Ciampi Financial Services, we understand it’s not just about the money, it’s about what the money enables you to achieve. Whether it’s securing a brighter future for your family, pursuing personal aspirations, or enhancing your quality of life, we’re here to help you turn your financial resources into meaningful opportunities. We strive to replace financial uncertainty with clarity, confidence, and empowerment, transforming your wealth into a tool for a secure and fulfilling life.
Ciampi Financial Services is a legacy company of Ciampi Tax and Financial Services, LLC, which was founded by Donald J. Ciampi, Sr., in 1968. Tax and accounting services may be accessed by clicking here “Tax & Accounting” or the link above.
Financial Services That Support Your Unique Journey
Each person’s financial goals are unique. We begin by understanding you and your family’s needs and goals—where you are now, where you want to go, and, most importantly, how we can help you get there. As a trusted partner on your financial journey, we share our knowledge, processes, and technology with a tailored approach that leverages years of experience in wealth management and financial planning. Together, we identify blind spots and anticipate challenges, helping you navigate financial complexities so you can focus on your objectives and vision.
As opposed to simply selling investment products, we operate under the Accredited Investment Fiduciary® (AIF®) certification, which legally binds us to prioritize your best interests. We manage all planning and investment services in-house, ensuring greater transparency, accessibility, and accountability.
We measure our success by your confidence as we guide you toward a secure future.
Our Wealth Management Services
Personal Financial Planning
We offer asset accumulation and protection guidance, education funding, risk management, and tax optimization strategies, wealth transfer, estate planning, trusts, legacy distribution plans, insurance solutions, and Social Security planning.
Investment & Wealth Management
Our individualized, comprehensive plans are designed to be strategically aligned with your long-term financial goals.
Retirement Planning
We create targeted strategies and recommendations that prioritize your unique situation and goals, helping you comfortably transition into retirement.
Trust & Estate Planning
Our process provides personalized guidance that encompasses both family priorities and philanthropic aspirations in realizing your vision for your wealth and legacy.
Our Core Values
Every client interaction and plan we create is driven by the following values.
Family-Centered Approach
Our clients are more than customers—they’re family. We treat every client as an extension of our family, fostering trust, respect, and genuine care. By focusing on relationships, we create personalized strategies that reflect your unique values and goals.
Empowerment Through Simplicity
Financial clarity is the key to peace of mind. We remove the fear, confusion, and complexity from financial planning and investing. Through approachable guidance and education, we enable clients to make confident decisions about their wealth based on their vision of the future.
Excellence with a Personal Touch
Combining the industry’s latest technology and expertise with a deeply personalized experience, we offer the resources of a large firm with the service mindset of a small business.
What Our Clients Say
Disclaimer: These testimonials were given by clients of our financial advisors and no compensation was provided directly or indirectly. These testimonials are not a guarantee of future performance or investment success, and the testimonials and/or endorsements may not be representative of the experience of other clients. Please visit BrokerCheck to see more on the background of these professionals.