Broker Check

About Us

Guidance Through Transparency and the Insights of Experience

As an independent wealth management firm, we have the flexibility to put your needs first and to take the time to understand your overall financial picture. We openly share our knowledge with clients and prospects to start every relationship with transparency and trust.

<strong>Tailoring Plans to Support Your Every Success</strong>

Tailoring Plans to Support Your Every Success

Our team has the experience and expertise to tailor plans for every client and for every dream. No matter where you’d like to go in life, or how complicated your financial circumstances are, we can craft a plan for you. We put in the ongoing work to provide each client with the best service we can offer; and we put our discipline and skills to work for you on a strategy that can see you achieve what you never thought possible.

Core Values: The Roots of Our Excellence

At Cardinal Hill, we integrate our core values into our everyday practices to create an environment that fosters excellence for our clients.

Build Foundations on Trust

We’re happy to share all we know with clients and prospects to build a foundation of trust and transparency. Clients can take their money anywhere; we’re honored that they trust us.

Keep Portfolios Simple


Simplicity is a staple of our business. We’ve made it a priority to stick to the time-tested fundamentals that are right for our clients, and we build portfolios that they can understand.

Good is the Enemy of Great


We take what we do seriously. We’re committed to not just doing something, but doing it so that it’s great. Our clients deserve the highest standard of service and care and we’re driven to deliver it.

Experience to Fill in the Details


We tailor plans with insights and knowledge gleaned from decades of industry experience. Combined with our detailed approach, clients have the expertise their goals and dreams deserve.

<strong>Simplifying the Complexities of Your Portfolio</strong>

Simplifying the Complexities of Your Portfolio

It’s our priority to communicate financial concepts and strategies in a way that’s understandable to our clients. We believe that knowledge about your portfolio is the best way to prepare you for every transition and opportunity ahead of you.

<strong>Because You Deserve the Highest Standard of Care</strong>

Because You Deserve the Highest Standard of Care

Our advisors never settle for good: we aim for great. The Cardinal Hill team puts in the work every day to constantly learn and improve our strategies, equipping us to provide the best service possible in every circumstance. 

Meet Our Team

Meet the financial professionals at Cardinal Hill Wealth Advisory Group. We’re here to be caring, attentive advisors that clients can trust to help them understand their portfolios and plan for every aspect of their financial lives.

Anthony J. Lee

Anthony J. Lee, CWS®, CPFA®, NQPA™

Founder and Managing Partner

Kevin J.  Fay

Kevin J. Fay

Executive Vice President-Wealth Manager

Peter  DeAngelis

Peter DeAngelis

Senior Financial Consultant

Anthony J. Lee, CWS, Testimonial

Trustworthy, Reliable, Knowledgeable, Effective, Efficient, Personable and Family Oriented – these are a few of the many wonderful qualities of Anthony J. Lee.

I have known and worked with Anthony for management of my brother’s finances for over ten years.  When we were seeking an advisor for wealth management for my brother we interviewed several consultants.  

Finally, we met Anthony.  He was professional in both his dress and demeanor.  He looked us in the eye when he shook our hands.  He had all of his materials at-the-ready for us to review, and he was able to simplify the way the funds could be distributed across the portfolio using examples with which we could relate, different buckets for the money, etc.  The best part of our first meeting was when he received a phone call from the person caring for his young children.  He hesitated to take the call, but my brother and I are strong believers in Family First!  He excused himself and took the call, and then thanked us for the opportunity to do so because the call was important.  Those things all lead us to a unanimous and immediate decision to transfer my brother’s wealth management to Anthony.

My brother is no longer with us. He trusted Anthony to handle everything for him and to look after me even after he was gone.   I believe that Anthony is the best person for the job of wealth management.  He has now worked with all of my remaining siblings and even my nephew.  Anthony is a trusted and valued member of our family.  Family doesn’t always mean that you are blood related, but being family does mean that you can always trust this person to do the best for you and to have your back.  Anthony always consults his clients to see what their needs are.  He is not and never has been a “cookie cutter,” advisor.  He takes the time to find what each unique client wants and needs.

I recommend Anthony J. Lee with the highest level of trust in his ability to see you as an individual with unique needs and goals.


- Kathleen F. Sandy


This testimonial and/or endorsement was given by Kathleen F. Sandy client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.


This testimonial and/or endorsement was given by Kathleen F. Sandy client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Reach Out Today

Contact our team at Cardinal Hill today to learn more about how we can help you prepare for life transitions and pursue the lifestyle you desire.

Contact Us Today

About Cetera/Pershing

Who We Work With

We help executives, business owners, individuals and families as they work toward their desired lifestyle and legacy.

Who We Serve

Our Approach

It’s our priority to help clients understand their portfolios and plan for every aspect of their financial lives.

Our Approach

Our Team

Our team at Cardinal Hill values transparency and excellence as we provide expert planning for each client.

Meet Our Team