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 |
|---|---|---|
Chapel Hill, NC
| 28
|
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