A complete list of active advisors currently associated with Cardinal Wealth Advisory, LLC
Warmer can help you find a great advisor at Cardinal Wealth Advisory, LLC or one who fits your needs even better.
Cardinal Wealth Advisory provides comprehensive investment advisory and financial planning services to individuals (including high-net-worth clients), families, business owners, and corporations, and also accepts institutional clients such as banking or thrift institutions and insurance companies. Services include portfolio management on both discretionary and non-discretionary bases, investment consulting, and the option of stand-alone advisory engagements when appropriate. The firm employs a three-step investment process: establish an Investment Policy, conduct a money-manager search and selection aligned with that policy, and monitor and report on investment performance with formal reviews at least annually. Cardinal Wealth conducts due diligence on alternative investments (including private equity, managed futures, and hedge funds) and integrates analysis of insurance products into client planning when relevant. What distinguishes the firm from many peers is its acceptance of banking and insurance-company clients and its provision of insurance product analysis and assistance in evaluating variable and traditional life insurance—services that are uncommon among similar advisers. The firm also combines third-party manager selection with periodic tax-focused reporting (annual realized gains/losses and income/expense reports) and offers both in-house discretionary management and referral or oversight of external managers.
To learn more about the advisors currently working at Cardinal Wealth Advisory, 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 |
|---|---|---|
Memphis, TN
| 6
| |
Memphis, TN
| 30
|
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