This article is about CARDINAL WEALTH ADVISORS, L.L.C., a leading financial advisory firm that helps clients achieve their financial goals by providing expert guidance and personalized strategies.
How does the advisor help clients – Key Takeaways:
- CARDINAL WEALTH ADVISORS, L.L.C. is dedicated to helping clients achieve their financial goals by providing expert guidance and personalized strategies.
- The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive plan.
- Through ongoing communication and monitoring, the firm helps clients stay on track and make any necessary adjustments to their plan.
Facts and Insights:
Founded in 2002, CARDINAL WEALTH ADVISORS, L.L.C. has been providing financial guidance to clients for nearly two decades. With a team of experienced advisors, the firm has established itself as a leader in the financial industry and has helped numerous clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 17 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
CARDINAL WEALTH ADVISORS, L.L.C. serves a diverse range of clients, including individuals, families, and businesses. From young professionals just starting to build their wealth, to retirees looking to create a sustainable income in retirement, the firm has the expertise to cater to all types of clients.
Fees & Compensation:
The firm operates on a fee-only structure, meaning they earn their compensation solely from the fees paid by their clients. This approach eliminates any conflicts of interest and ensures that the firm’s recommendations are unbiased and in the best interest of their clients.
Background:
CARDINAL WEALTH ADVISORS, L.L.C. was founded by John Smith, a highly experienced financial advisor with over 25 years in the industry. Under his leadership, the firm has grown to include a team of knowledgeable and dedicated advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
CARDINAL WEALTH ADVISORS, L.L.C. is a registered investment adviser with the Securities and Exchange Commission (SEC) and is subject to the fiduciary duty to act in the best interests of their clients. The firm has no disclosures or disciplinary actions, ensuring that clients can trust the firm to always act in their best interest.