The Cardinal Hill Group is a NY based wealth management firm founded in the year 2000, has an advisor team averaging more than 25 years experience in portfolio management. As an independent firm, we provide unbiased advice and deliver a broad range of non-proprietary investment resources to our clients. Our strength lies in a diligent focus on all phases of the wealth planning process---accumulation, preservation, and distribution.
Our clients are select individuals, their families, and business owners.Our focus is on personal and comprehensive retirement income planning, whether for companies or individuals. We provide advice to help business owners select and establish the right corporate retirement plan for their company and we continue to be the "watch dog " for ongoing compliance and performance.
Whether you're in the wealth building phase, have accumulated substantial assets, or need to plan a retirement income strategy, we provide the unique financial solutions you require and which are tailored only to you.
At The Cardinal Hill Group, we understand that your individual financial situation is unique and deserves a dedicated approach designed to help put you on track to reach your financial goals.
The Cardinal Hill Group is an independently owned, full service firm with more than 15 years of dedicated personalized service to our clients. Our affiliation with the First Allied family of companies provides us the autonomy and opportunity to do what we believe is right for our clients. It’s this independent approach that we believe builds trust in client relationships.
First Allied is a financial services firm that provides its network of independent financial advisors with brokerage, advisory, insurance, investment management and retirement consulting services. First Allied Securities, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
At First Allied, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only solutions that we deem best suited to meet your financial objectives and goals. We can provide you with access to invest in the world's financial markets, as well as a variety of other complementary services that are often necessary to create comprehensive financial plans.
This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment and financial planning advice, and promise to do so with the highest level of integrity and service. We pledge to place your interests and concerns first, and we’re eager to help you identify and potentially reach your goals.
If you’re an investor seeking an established yet independent wealth management firm, The Cardinal Hill Group is well positioned to meet your needs.
Creating an effective wealth management plan begins by asking the right questions…questions that identify your objectives, expectations of income, attitudes on capitals gains taxes, risk tolerance, liquidity, and estate planning issues.
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