Why Cardinal Wealth Group?
Fi-du-ci What!? It's simple - we are personally liable if we give you bad advice
No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER
In the United States, there are about 310,000 financial advisors. About 25% are Certified Financial Planners ™. Approximately 6% are Fee-Only. How many are CFP ®, Fee-Only, and have retirement expertise? Very Few. We are among those few.
Everyone Deserves to Have the Retirement They’ve Dreamt
Hello, my name is Anthony Aulffo and I’m the proud owner of the Cardinal Wealth Group. My firm is dedicated to helping people 50 and over unlock their retirement’s potential so they can live their best life after work. As an independent local firm, Cardinal Wealth Group (CWG) we create deep meaningful life long relationships with our clients.
Unlock Your Retirement’s Potential So You Can Live Your Best Life After Work
At CWG our clients don’t want to be one of many in a big financial firm that has rigid policies and processes that pigeonhole them. They want more meaningful interactions.
As an independent, fee-only, local firm our clients receive the personalized service they deserve. We spend the time needed in each situation to make sure we are turning over every stone to provide you with the important financial guidance needed.
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.
Helping People 50 and Over
If you recently retired or planning to retire within 10 years, 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 wonder about questions like:
- Am I making the best decisions for my family and future?
- Am I doing the best with what I have financially?
- Am I missing anything?
- Will I run out of money before I run out of life?