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, 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.
Here’s the truth: money and taxes don’t care how big or small your advisors’ firm is. What counts is that your specific needs are carefully considered so the solutions are in your best interest and give you the best result possible.
Our clients tell us how much they appreciate the one-on-one interaction and respect for their time. They never feel like “one of many” in a big financial firm with rigid policies and processes that pigeonhole them. They receive a more meaningful experience that puts their mind at ease.
Anthony and his wife Dana, and daughters Rosie and Margot live in New Jersey.