Cardinal Wealth Partners, LLC

Overview

Cardinal Wealth Partners, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its business model combines advisory work with registered-rep activity and insurance brokerage—Cardinal acts as a registered representative of a broker-dealer and places insurance products as part of client solutions. Advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. The firm is not positioned as a pension consultant or multi-state adviser in the dataset, and it does not identify as an active ESG investor. Industry affiliations include other investment advisers and insurers.

Assets & Accounts

Public Holdings

Investments & Alternatives