About Us
Cherished Memories and Future Milestones
At Campus Private Wealth we believe your relationship with your wealth management team should feel as familiar and comforting as your favorite college campus. Just as your college days were filled with excitement, growth, and lasting connections, we aim to provide a dynamic and transparent approach to managing your financial future.
In a world where financial services are intimidating and purposefully confusing, we stand apart as an independent, transparent, fiduciary firm dedicated to putting your interests first. We understand the connection you have to your alma mater and the dreams you hold for your children and grandchildren’s educational journey. It’s that same spirit of care and commitment that drives us in our mission to help you achieve your financial goals.
Our founder Bill Milby spent more than 26 years in a major investment firm and recognized a gap in the financial landscape – a need for a more personal, independent approach to wealth management. That’s why our model prioritizes transparency, ensuring that you have a clear understanding of your investments and your plan, with no hidden costs or surprises.
Get to Know the
Campus Private Wealth Team
Founder & Chief Investment Officer
William P. Milby CFP®
A career built on passion and perseverance. That’s the best way to summarize Bill Milby’s nearly four decades in the financial planning industry. For Bill, progress is the ultimate motivator. As Founder and Chief Investment Officer of Campus Private Wealth, Bill leads with a steadfast commitment to delivering a personalized, client-first approach to wealth management.
“Every client engagement is as unique as the person sitting across the table,” Bill says. And when it comes to his approach, there’s no room for the ordinary. “No pie charts, no cookie-cutter solutions.” Bill’s passion for face-to-face connections and his commitment to transparent, impactful advice have made him a trusted partner for clients seeking clarity and confidence in their financial future. Known for his enthusiasm, consistency, and exceptional care, Bill has built a legacy defined by meaningful client relationships.
Bill’s journey to success is rooted in humble beginnings. Hailing from New Cumberland, a small steel mill town in northern West Virginia, his blue-collar upbringing instilled in him a strong work ethic and a deep appreciation for opportunity. Bill studied finance at West Virginia University and later acquired the highly regarded Certified Financial Planner™ designation.
After relocating to Washington, D.C., with no connections and a determination to succeed, Bill built his practice from the ground up. Today, he continues to lead with the same values of grit and perseverance that have shaped his career. His dedication to aligning clients’ goals with strategic financial solutions has earned him widespread trust and admiration.
An avid golfer and fitness devotee, Bill’s enthusiasm for life is contagious and this outlook impacts both his professional and personal life. When he’s not advising clients, Bill enjoys spending time with his family and exploring new places. He also serves on nonprofit boards and volunteers for charitable organizations, embodying his belief in giving back to the community, especially those who may not have access to financial planning resources. His motto to “live life out loud” embodies his philosophy of embracing fun, passion, and care in every interaction – whether with clients, family, or the community at large.
Co-Founder & Chief Operating Officer
Jason Lindner
Jason Lindner has a unique gift for building connections. Within moments, he finds common ground with anyone he meets, effortlessly creating a sense of ease through his warm demeanor and subtle humor. His passion lies in demystifying the complexities of wealth management, always with a steadfast dedication to the well-being of his clients.
As co-founder and Chief Operating Officer of Campus Private Wealth, Jason plays a pivotal role in translating theoretical market strategies into actionable insights for clients. Steadfast in his beliefs, he emphasizes the firm’s transparent approach: “We don’t sell investments,” he explains. “We advise our clients based on what’s best for them, not what’s best for us.”
Continuing his eight-year partnership with Bill, his focus is on helping clients understand how their investments align with their personal goals – from purchasing a vacation home, taking a dream trip, or securing their financial legacy.
Jason was born in Bethesda, Maryland, and his early life involved a series of moves with stops in Florida, and Rhode Island before settling in Smithfield, Virginia. He graduated from Hampden-Sydney College in 2006 with a degree in economics. You could say financial planning runs in his blood – Jason’s father, a retired Navy captain, spent 18 years as a financial advisor with Merrill.
Today, Jason and his family call the city of Fairfax home. A devoted father and husband, Jason cherishes time with his wife, Justina – a nurse from Mississippi – and their spirited 4.5-year-old daughter, Sophie-Grace. Golf is a recurring theme (obsession?) in Jason’s leisure time, whether playing locally or in the Outer Banks, a favorite getaway. His other joys include Capitals hockey, sailing, and quality time with friends and family.
Director of Client Services
Julia Madden
Julia Madden is committed to exceptional client care. As Director of Client Services at Campus Private Wealth, she is often the first point of contact for clients and responsible for ensuring every interaction is seamless, efficient, and personal. Known for her exceptional organizational skills and responsiveness, Julia takes pride in being the go-to person for every client request.
Bolstered by a degree in finance and French from Elon University and four years of experience in the industry, Julia brings a wealth of expertise to the team. She has the unique ability to approach client concerns from both a service-oriented and advisory perspective with her background as an advisor in a previous role.
Julia is a New Jersey native but now resides in the vibrant Crystal City area of Arlington, VA. Outside of the office, she enjoys exploring new destinations, savoring great food, and spending time with loved ones. Whether Julia’s reading, traveling, or planning her next adventure, Julia approaches life with the same enthusiasm and thoughtfulness she brings to her work.
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