CARDINAL WEALTH MANAGEMENT

Overview

Cardinal Wealth Management is an independent registered investment adviser that runs client portfolios with a clear tilt toward equities and liquid, exchange-traded vehicles. The firm serves individuals, families and select institutional clients, combining portfolio management with financial planning, pension consulting and insurance brokerage. Its fee mix includes percentage-of-AUM engagements as well as hourly and fixed-fee arrangements, which supports both ongoing wealth management relationships and project-based planning work. Investment implementation favors traded equity exposures and taxable-efficient wrappers while the advisory scope extends to institutional and small-business mandates. The firm does not position itself as an active ESG investor and operates primarily under a single-state footprint, which points to a regional practice focused on hands-on client servicing and direct portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices