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.

The firm works primarily with pre‑retirees and retirees, high‑net‑worth individuals, businesses, and non‑profits, offering financial planning and consulting, discretionary and non‑discretionary portfolio management, econometric consulting, variable annuity management, and ERISA plan advisory services. Engagements range from project‑based plans to ongoing consultations and model‑based Benchmark+ portfolios. Its investment process uses a top‑down approach that integrates proprietary, simulation‑based quantitative models with fundamental, technical, and cyclical analysis, and the firm implements a mix of long‑term, tactical/strategic trading, options strategies, and, where appropriate, borrowing or margin in separately managed accounts. Clients can elect discretionary or client‑directed arrangements and accounts are monitored on an ongoing basis with periodic reviews. Distinctive aspects include an in‑house econometric research capability led by a chief investment officer with a PhD in financial econometrics and the firm’s disclosed use of borrowing within separately managed accounts, both of which are uncommon among peers. The firm also has an affiliated insurance business whose representatives may receive commissions for insurance sales, a relationship the brochure discloses and that the firm says it addresses through written disclosures and its compliance and fiduciary procedures.

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.