Cardinal Wealth Advisors is a registered investment advisor serving clients in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota. We provide personal financial planning and investment strategies for individuals and families.
By learning about what you want from your money, and for your future, we can help you find innovative solutions to your financial challenges. We believe that good client relationships based upon mutual trust and aligned expectations lead to more satisfactory outcomes. Ours is not a “set it and forget it” relationship, so we’ll stay in close contact to ensure we are always up-to-date on your financial situation.
Since 2005, we have been helping individuals and families manage their financial goals. Whether you are an experienced professional, nearing retirement, planning for your children’s education, just starting out or developing a legacy plan, we can help. We are a small firm with a wide array of resources and varied knowledge base but without the robo-advisor feel of a much larger firm.
We provide our clients with a variety of services depending on their needs and goals. Every client is different, so we take the time to get to know you, listen, and learn what areas may need to be addressed in order to help you reach your financial goals.
Beginning with introductory meetings to get to know you, we will learn about your needs by asking questions and listening. From the initial stages of reviewing those goals to the implementation of a plan to move forward and subsequent monitoring, you are encouraged to participate in an open collaboration of ideas that will help to make you feel more comfortable about your financial future.
The financial world has added a new level of analysis to the investment selection process in recognizing that responsible corporate citizens may be better positioned to address the risks of a changing world. In addition, many investors are now seeking to align their investments with a broader vision. We can provide options for those clients seeking to incorporate environmental, social, and corporate governance (ESG) screens into their portfolios.