A complete list of active advisors currently associated with Cardinal Financial Consultants, LLC
Warmer can help you find a great advisor at Cardinal Financial Consultants, LLC or one who fits your needs even better.
Cardinal Financial Consultants, LLC is a single-advisor registered investment adviser managing about $18 million for roughly 84 clients, offering discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, qualified plans, trusts, estates and businesses. Advisory services span cash management and traditional investments (stocks, bonds, mutual funds, ETFs, municipal and government securities) and also include option contracts and insurance products such as life insurance and fixed annuities. The firm describes a blended investment approach that combines fundamental analysis with extensive charting, technical and cycle/timing analysis, and it adjusts portfolio cash exposure to manage market risk while generally seeking to hold investments long term. The brochure notes the advisor may employ option contracts and, with written client consent, use margin or leverage and subscribes to external timing and newsletter services as part of its research process. Compared with many solo independent advisers, the brochure highlights a few uncommon features: the principal maintains an active insurance license and the firm lists insurance products among its offerings, it trades derivatives (options) as part of its strategies, and it discloses historical disciplinary matters (including a regulatory censure related to options authority and an arbitration loss). The firm is also in the process of merging its client accounts into another advisory firm with the principal’s planned retirement, a transitional detail that prospective clients may want to consider.
To learn more about the advisors currently working at Cardinal Financial Consultants, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 38
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")