It is our mission to provide ethical, knowledgeable, and personable investment counsel for individuals, families, and small businesses.
Cardinal Wealth Advisors was established in 2005 by John Bergstrom. After being a part of larger firms, John wanted to create a place for clients who wanted an advisor that was approachable. This personal style, he believed, would be less daunting and formal for clients than the traditional corporate environment. By maintaining a limited client base, Cardinal Wealth Advisors is able to get to know each individual in order to help clients anticipate their needs and look for opportunities. Although small, we harness the resources available through one of the largest and most diverse financial institutions available. In addition, we incorporate the investment analysis available through a professional-level portfolio analysis platform. Our goal planning utilizes a comprehensive financial planning tool that together with our extensive wealth management experience will help guide you on your financial journey.
John Bergstrom, CFP®, ChFC®, CLU®
John started Cardinal Wealth Advisors in 2005 in order to provide financial advice to individuals on a more personal level than from within a large firm. John prides himself on knowing each client, allowing him to be in sync with their needs and goals in order to to suggest new ideas that could be of benefit. John has been a Certified Financial Planner (CFP®) for 15 years and also holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. John also has been a member of the United States Navy Reserves since 1998.
Philip Schimke, CIPM®
Phil joined Cardinal Wealth Advisors in 2018 and is responsible for investment selection and monitoring, and spearheading the firm's sustainable investing process. He also makes sure all data and technology platforms are accurate and consistent. He has been in the wealth management arena since 1997, holds a certificate in investment performance measurement from the CFA Institute and a degree in Economics from the University of Minnesota.
A Small Firm with Extensive Resources
Cardinal Wealth Advisors has access to some of the same resources of larger firms by utilizing the professional support and extensive resources of the institutional group of one of the world’s largest investment services firms. In addition, we incorporate the advanced professional-level services of a global investment research company as well as comprehensive financial planning software.
We work closely with your trusted professionals such as accountants and attorneys to ensure we are providing you with the most up-to-date information on rules, regulations, risks and opportunities for your individual situation.