A complete list of active advisors currently associated with Cardinal Wealth Management

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

Cardinal Wealth Management, L.L.C. provides discretionary portfolio management, financial planning, and pension consulting for individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations. The firm’s brochure also notes services for corporate and insurance company clients and indicates it advises pension/401(k)-type plans and other institutional arrangements. The firm documents client objectives in an Investment Policy Statement and typically seeks discretionary trading authority to implement asset allocation and security selection across mutual funds, equities, ETFs, fixed income, annuities, private placements and venture capital funds. Its stated methods include fundamental, cyclical, technical analysis and modern portfolio theory, and the firm may employ long-term and short-term trading, options, margin and short sales while delivering custodial account reporting on a regular basis. Cardinal is unusual among independent advisers in disclosing affiliations with the insurance and legal professions and the firm’s ability to offer insurance products; its supervised persons are registered as insurance agents and broker-dealers, and the brochure describes the firm itself as an insurer in addition to advisory activities. The firm also highlights pension consulting and institutional portfolio management as core services and discloses related conflicts of interest and mitigation practices when offering commissionable insurance or broker-dealer products.

To learn more about the advisors currently working at Cardinal Wealth Management, 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
Tony Toska	Naples, FL	13

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