A complete list of active advisors currently associated with Cardinal Wealth Management LLC
Warmer can help you find a great advisor at Cardinal Wealth Management LLC or one who fits your needs even better.
The firm provides investment advisory and comprehensive financial planning services to individuals, professionals, and small businesses, and offers portfolio management and retirement planning while coordinating tax and estate planning (without providing tax or legal advice). It also makes standalone, hourly financial planning and consulting available as an alternative to asset-based management. Cardinal Wealth Management uses model portfolios built on strategic asset allocation, supplemented by discretionary tactical decisions when appropriate, relying on fundamental and technical analysis and periodic account reviews and rebalancing. Its approach emphasizes long-term equity positions with selective international exposure and laddered fixed-income allocations, while allowing clients to impose reasonable investment restrictions. As a recently formed, single-owner advisory that reported no regulatory AUM at the brochure date, the firm combines a set of services—hourly billing, standalone financial planning, and individual portfolio management—that are less common among peers in its regulatory category. The brochure discloses the principal’s participation in a pooled investment club that may trade securities recommended to clients (without advisory compensation from the club), a written code of ethics and personal trading oversight, limited custody practices (fee deduction only), and that the firm does not vote client proxies.
To learn more about the advisors currently working at Cardinal Wealth Management 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 |
|---|---|---|
Mckinney, TX
| —
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