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A Clear Direction For Your Retirement

Serving Cherry Hill, NJ & Surrounding Areas

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As Featured in

Advisors Magazine

Forbes


Why Cardinal Wealth Group?

Fiduciary

Fi-du-ci What!? It's simple - we are personally liable if we give you bad advice

Commission Free

No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid. 

CFP® Professional

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER Professionals.*

*Source www.cfp.net. 

 

Everyone Deserves to Have the Retirement They’ve Dreamt

We help you work towards that dream with the right tools and services to help navigate the sometimes-confusing retirement landscape. We’re committed to serving as your financial coaches with the most up-to-date tools and resources.


Unlock Your Retirement’s Potential So You Can Live Your Best Life After Work

Embark on an educational journey with us where we’ll meet you at your level of understanding and strive to give you the clarity that you need when it comes to financial planning.

Person hiking in the woods.

Elderly couple hugging and smiling on a beach.

Helping People 50 and Over

Struggling to find the method and momentum to reach your goals?

We’re here to help. At CWG, we’ll not only teach you how to retire but also teach you how to make work optional. If retirement is on the horizon for you, we can help you create a plan and make sure everything is in place for you to make a smooth transition into retirement. The last thing you want is to have to wonder: “Will I run out of money before I run out of life?” If you’re already retired, we will help you continue to manage your assets and create a financial plan that will last the rest of your life.



Your Team

At Cardinal Wealth Group, we work closely with you to objectively assess your individual retirement strategy and help provide solutions tailored to your needs. We’re proud to be independent financial professionals who do not work for commissions or sell proprietary products. All advice is personalized to your needs.


Anthony Aulffo

Anthony Aulffo, CFP®

Financial Advisor and Founder


Since 2007, Anthony Aulffo has been providing financial advice and strategies to those nearing and in retirement. His approach goes beyond investment portfolio and financial plans to serve as a coach, helping his clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.

Anthony entered the financial services industry in investment management and financial planning in 2007 and became a CERTIFIED FINANCIAL PLANNER® professional in 2010. He and his wife, Dana, live in New Jersey.

Sandy Aulffo Photo

Sandy Aulffo

Administrative Assistant
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Sandy Aulffo

Sandy Aulffo

Administrative Assistant


Sandy enjoys working as an administrative assistant at Cardinal Wealth Group. Her past experience in the hospitality field brought about her passion to contribute, support and make a difference in providing a welcoming environment to each client.

When not working, Sandy enjoys spending time with family, friends, and traveling.

Bridget Rossi Photo

Bridget Rossi

Client Service Associate
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Bridget Rossi

Bridget Rossi

Client Service Associate


Bridget has been in the financial industry the past decade, in several roles with a couple different companies.  She enjoys working directly with financial professionals and clients, to provide exceptional customer service.

When not working, Bridget enjoys spending as much time as she can with her husband, Jarett and daughter, Norah, along with their spunky dog, Cali. She also enjoys weekends away in Stone Harbor and Lake Harmony. Anytime spent outdoors in the sunshine makes Bridget and her family happy!

Fatima Katz Photo

Fatima Katz

Client Service Associate
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Anthony Aulffo

Fatima Katz

Client Service Associate


Fatima has been in the financial industry for nearly a decade in various roles that specialize in client satisfaction. She enjoys making lasting connections with people from all walks of life. She takes her position wholeheartedly and feels rewarded when a client is happy. 


When not wearing her professional hat, Fatima enjoys spending time with her husband and two daughters. Traveling, cooking and reading are a few of her interests. 

Our Partners

Operations & Compliance

Private Advisor Group
Certified Financial Planner

Asset Management & Research

Dimensional

Riskalyze


NASDAQ Dorsey Wright

Morningstar

Custodian & Reporting


Charles SCHWAB  
LPL Financial

Our Process

Is Your Financial Strategy Aligned with Your Vision?

Let’s talk about it.

Schedule a Call

How You’ll Get Clarity and Peace of Mind When It Comes
to Your Retirement Planning


At Cardinal Wealth Group, we deeply believe that the true value of planning is in the process of planning, rather than the plan itself.
Our 5-step process will evaluate where you are, and guide you to where you wish to be.

Step 1

Listening Session

During this initial phone call, we can get to know each other and discuss your financial life to determine if CWG is the right financial partner for you.

Schedule a Call

STEP 2

Discovery Meeting

Together, we will take a deeper dive into your situation to navigate how we can help you prepare for retirement. We’ll see where you are now, and discuss your goals and aspirations.

STEP 3

Finalize a Plan

Each journey to retirement is unique, which is why we make sure that your financial roadmap is right for you. Throughout a series of meetings, we will construct and finalize your plan.


STEP 4

Put Your Plan Into Action

Now it’s time to take action. We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so that changes can be made as opportunities and challenges arise, along with investment management.

STEP 5

Relax

Be confident. Live your life. We will monitor your plan’s progress to make adjustments with you as needed, so that you can live each day without stressing about your money.


Let’s Liberate Your Lifestyle

Retirement is an antiquated term, so we focus on helping you chart a tangible course to financial freedom and being able to decide if you want to continue working. Together, we analyze your current and future income, cash flow expectations and needs to develop a clear understanding of your overall financial picture.

Our Services

Life Strategy and
Financial Planning

We provide tools, coaching and accountability to help you make tangible progress towards meaningful goals across key aspects of your life.

Investment
Management

Investing can be overwhelming. This is why we harness the leading research from financial science to build powerful investment portfolios that support your financial plan and align with your life strategy. 

Tax Planning

Incorporating your overall tax picture into your financial plan is vital. We’ll help you with specific services, including tax loss harvesting, required minimum distribution planning, retirement plan contributions and backdoor Roth IRA opportunities.

Estate Planning

Through coordination with your estate planning attorney, we help you ensure that all key components of your estate plan are in place, accurate and reflect your wishes.

Insurance Planning

By collaborating with your insurance professionals, we make sure appropriate coverages are in place to support your life strategy and financial freedom goals.

Get in Touch

Schedule a Call to Begin

Ready to Discover Financial Freedom?

Whether you’re looking to get started now or you have a few questions, use the submission form below to get in touch and we’ll reach out to you soon.



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