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Our Approach

A Partnership Approach Based On You

At Cardinal Hill Wealth Advisory Group, LLC our mission is to care for and listen to each client while simplifying the complexities of finance, ensuring they are well-prepared for every life stage. Our advisors guide clients with transparency and the insights of experience to empower them to realize their financial independence and pursue every opportunity for success.

<strong>Strategies &#38; Plans Based On Your Values</strong>

Strategies & Plans Based On Your Values

We believe that a relationship based on mutual trust will be an enduring one and that the more we learn about you the better we’re able to serve you. Our team upholds the utmost ethical and fiduciary standards, putting your needs and goals first to ensure your assets are prioritized to fit your financial personality as well as your financial objectives.

<strong>Advice Tailored to Your Unique Goals</strong>

Advice Tailored to Your Unique Goals

We make every effort to learn about your goals and objectives. We become familiar with your unique and specific situation to turn your aspirations into well-defined steps. We meet with your tax and legal advisors to gain further insight into your distinct financial picture and integrate this knowledge into our approach. Our investment advice is tailored to you and only you.

<strong>Scheduled Communication Early &#38; Often</strong>

Scheduled Communication Early & Often

It is our utmost priority to ensure that every client feels well served by our firm and that we provide this in a dependable and highly personalized way. We will contact you no less than 12 times a year (more or less frequently at your request) and will schedule face-to-face semi-annual meetings to evaluate and monitor progress made toward your financial goals.

<strong>Tailored Plans Versatile to Last a Lifetime</strong>

Tailored Plans Versatile to Last a Lifetime

Our financial plans encompass strategies to increase your wealth over the long term and to protect that wealth for current and future generations against principal erosion due to taxation, market volatility, or other forces. We deliver personalized solutions designed to last through each life stage and into the lives of the next generation.

For Every Life Stage... And Every Transition

Each stage of life has different financial needs, so we continue to monitor and adjust your plan through every change in your circumstances. 

<strong>Starting Out on Your Journey</strong>

Starting Out on Your Journey

<strong>Growing Your Wealth &#38; Family</strong>

Growing Your Wealth & Family

<strong>Nearing or Planning to Retire</strong>

Nearing or Planning to Retire

<strong>Enjoying Retirement Life</strong>

Enjoying Retirement Life

<strong>Visualize and Track Your Plan with AdviceWorks&#174;</strong>

Visualize and Track Your Plan with AdviceWorks®

At Cardinal Hill, we use advanced technology like AdviceWorks to help you visualize your financial goals and develop a plan around them.  We offer these resources so you can have confidence that our team is leveraging every tool available to provide exceptional financial planning services.

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Who We Work With

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

Who We Serve

About Us

With decades of experience and an intense focus on the details, we work to get people to their financial goals.

Our Firm

Our Team

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

Meet Our Team