Cardinal Wealth Management

Investment Management · 2 Employees
Email Address: info@cardinalwm.com
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About
Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner. This unique DC-centric planning and investment boutique offers the powerful resources of the large wirehouse firms, open architecture with few limits to our investment options, and the most customized planning process for our clients. Cardinal Wealth Management embraces the principles of the Certified Financial Planner’s Board and our role as a fiduciary to our clients. Our planning process takes into consideration all things financial as well as many emotional priorities, in order to organize their complicated financial lives, prioritize their next steps, and ultimately increase their chances for success. Our Services include: • Wholistic Wealth Planning • Investment Management • Business Owner Consulting • Special Needs Planning • Non-Profit Consulting
Year Founded
2017
Social Media
Linkedin
Industry
Investment Management
HQ Location
7625 Wisconsin Avenue Bethesda, MD 20814 7901 Jones Branch Drive, Ste 800 McLean, VA 22102 Bethesda, Maryland 20814, US
Keywords
Wholistic Wealth PlanningInvestment ManagementBusiness Owner ConsultingSpecial Needs PlanningNon-Profit Consulting
Location
  • 7625 Wisconsin Avenue Bethesda, MD 20814 7901 Jones Branch Drive, Ste 800 McLean, VA 22102 Bethesda, Maryland 20814, US

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