A complete list of active advisors currently associated with Cardinal Retirement Planning, Inc.

Warmer can help you find a great advisor at Cardinal Retirement Planning, Inc. or one who fits your needs even better.

Cardinal Retirement Planning serves primarily pre-retirees and retirees, along with high‑net‑worth individuals and select business and nonprofit clients. The firm offers financial planning and consulting, discretionary and non‑discretionary portfolio management (including variable annuity asset management), econometric consulting, and ERISA retirement‑plan advisory services. Its investment process uses a top‑down approach that combines proprietary quantitative econometric models with fundamental, technical and cyclical analysis to build Benchmark+ model portfolios and client‑directed strategies. The firm implements tactical strategies that can include options and margin, and it also arranges relationships with third‑party money managers while providing ongoing oversight to referred accounts. Compared with peers of similar size, Cardinal is notable for maintaining in‑house econometric expertise and model‑driven research despite a small adviser team and mid‑six‑figure AUM, which is less common for firms this size. The firm and its advisers have outside insurance and tax‑preparation affiliations, and the brochure discloses the use of borrowing in managed accounts and referral fee arrangements — features that the firm identifies and addresses as potential conflicts.

To learn more about the advisors currently working at Cardinal Retirement Planning, Inc., 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.