Cardinal Wealth Advisors is an independent Registered Investment Advisor (RIA) firm that offers personalized wealth management and financial advisory services. The firm operates with a fiduciary duty, meaning they are legally obligated to act in their clients' best interests. They specialize in creating customized financial plans and investment portfolios for high-net-worth individuals, families, and institutions, focusing on services like investment management, retirement planning, estate planning, and family office services. Their approach emphasizes a client-centric model, aiming to build long-term relationships based on trust and transparent advice.

Founded in

United States