A complete list of active advisors currently associated with Cardinal Wealth Advisors, L.L.C.

Warmer can help you find a great advisor at Cardinal Wealth Advisors, L.L.C. or one who fits your needs even better.

Cardinal Wealth Advisors provides wealth management and portfolio management services primarily to individual and high‑net‑worth clients, overseeing about $82 million in discretionary assets across roughly 117 client relationships. Services include discretionary and non‑discretionary investment management, periodic financial planning, and options to incorporate environmental, social, and governance (ESG) screens. The firm uses an asset‑allocation approach implemented mainly with ETFs and no‑load mutual funds, while retaining flexibility to include individual equities, fixed‑income securities, and option strategies where appropriate. The brochure discloses that derivatives — including options and other derivative instruments — may be used in separately managed accounts, and it describes related risks and oversight practices. As a small adviser‑supported firm, Cardinal Wealth Advisors frequently engages sub‑advisors to manage portions of client assets and requires a designated custodian for client accounts. The firm’s principal has an affiliated insurance business and receives customary insurance compensation (disclosed as a potential conflict and mitigated by firm procedures), and also maintains a separate real‑estate rental business, both of which are described as limited outside activities.

To learn more about the advisors currently working at Cardinal Wealth Advisors, L.L.C., 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.