Financial Planning
The Future is Brighter When You’re Prepared.
What is Financial Planning?
Cardinal Wealth Management offers a variety of financial services to help you reach your goals while providing you with confidence in your decisions. While everyone’s goals may be different, the collaborative process between a financial planner and their client stays the same. You can rest assured knowing that you are in control of your financial future.
Financial planning helps paint a comprehensive picture of your current finances, your goals, and how best to implement strategies to reach those goals. Here are some of the components of a sound financial plan.
Creating a plan
Financing large purchases
Investing your money
Managing liquidity
Mitigating your risk
Retirement & Succession
01Individualized Attention
This isn’t a large firm where you feel like a small fish in a big pond, or pressured into decisions you aren’t sure about. You will receive individualized attention from our owner, Justin, throughout the process, and that includes making sure you understand everything you’re signing up for.
02Tailored Plan
No two people are alike, so why would their financial planning be? Whether you’re preparing for the next milestone in life or want to preserve your financial independence, you’ll get a plan reflecting your goals and stage of life. No cookie cutter plans here.
03Fee-based Approach
Cardinal Wealth Management is a fee-based fiduciary, in advisory relationships. That means we don’t sell high-commission commodities. As a fiduciary financial advisor, in advisory relationships, we are obligated to put your interest first, providing you with financial confidence in our business together.
“We help our clients reimagine, their financial futures to help them bridge the gap between where they are, and where they could be.”
Justin SchrinelOwner, Cardinal Wealth Management
We provide our clients access to a variety of services to help them achieve their financial goals, including:
Financial Planning & Wealth Management
IRA and Non Retirement Accounts
Fixed Income Strategies
Mutual Fund and ETF Strategies
Stocks & Bonds
“We help our clients reimagine, their financial futures to help them bridge the gap between where they are, and where they could be.”
Justin SchrinelOwner, Cardinal Wealth Management
We provide our clients access to a variety of services to help them achieve their financial goals, including:
Financial Planning & Wealth Management
IRA and Non Retirement Accounts
Fixed Income Strategies
Mutual Fund and ETF Strategies
Stocks & Bonds
We are a fee-based Fiduciary, in advisory relationships.
A fiduciary financial advisor, in advisory relationships is legally bound to work in your best financial interest.
You can have confidence that we will prioritize your interests over commissions. You pay us a set fee, and our success is tied directly to your portfolio’s success. As a client of Cardinal Wealth Management, you will consistently have complete transparency and confidence when it comes to discussing your current or potential investments. Types of investments might include:
Stocks
Bonds
Mutual Funds
Index Funds
Exchange-traded Funds (ETFs)
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ready to Discuss Your Financial Future?
Reach out, and let's schedule a no-commitment consultation and discuss your options.
Cardinal Wealth Management is a fee-based financial planner located in Richmond, Virginia that specializes in financial planning, wealth management, estate planning, and life insurance. We provide comprehensive advice to help you achieve your financial goals.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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