A complete list of active advisors currently associated with Cardinal Wealth Partners, LLC

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

Cardinal Wealth Partners provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and retirement plan clients. The firm offers continuous portfolio oversight and, in limited cases, non‑discretionary services, tailoring advice to clients’ stated objectives and allowing reasonable client restrictions on investments. The firm’s investment approach centers on diversified exchange‑traded funds and mutual funds as core holdings, while also using individual equities, U.S. government and corporate debt, options strategies, and, occasionally, limited partnerships when appropriate. Portfolios are monitored continuously and rebalanced as market conditions or client circumstances change, with implementation driven by client‑specific asset allocation and risk considerations. Cardinal Wealth Partners’ business model is notable for its industry affiliations: some supervised persons maintain broker‑dealer and insurance registrations, including an affiliated insurance agency (Cardinal Wealth Partners) and access to an unaffiliated broker‑dealer (The Leader Group, LLC), and may receive compensation for the sale of insurance or commission‑based products. The firm discloses these relationships, does not require clients to use affiliate products, and offsets advisory fees when commissions are received; it also accepts institutional 401(k) engagements and manages conflicts through its code of ethics.

To learn more about the advisors currently working at Cardinal Wealth Partners, 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
John Young	Chapel Hill, NC	28

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support