MJ
Michael Jacobs
Founder And Managing Partner at Cardinal Wealth Management
View Michael's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Founder And Managing Partner
Feb 2017 - Present · 7 years and 11 months
Partner
Jan 2013 - Jan 2017 · 4 years
Co Founder And Managing Partner
Oct 2004 - Dec 2012 · 8 years and 2 months
Company Details
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
Discover More About Cleveland Clinic

Find verified contacts of Michael Jacobs in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.