Cardinal Wealth Advisors LLC 7201 Ohms Lane, Edina, MN 55439
About the Business
Cardinal Wealth Advisors LLC is a registered investment advisor located in Edina, Minnesota, serving clients in the greater Twin Cities area of Minneapolis and St. Paul. Since 2005, we have been assisting individuals and families in managing their financial goals, whether they are experienced professionals, nearing retirement, planning for their children's education, or just starting out. Our small firm offers a personalized approach with a wide range of resources and knowledge, without the impersonal feel of a larger firm.
We provide personal financial planning and investment strategies tailored to each client's needs and goals. From introductory meetings to plan implementation and monitoring, we work closely with our clients in an open collaboration of ideas to help them feel more secure about their financial future. We also offer options for clients interested in incorporating environmental, social, and corporate governance screens into their portfolios.
Advisory services are offered through Cardinal Wealth Advisors LLC, a Registered Investment Advisor in the state of Minnesota. Please note that investing always involves risk, and past performance is not indicative of future results. All information on our website is for informational purposes only and should be discussed in detail with your individual advisor before implementation. We do not provide tax or legal advice, and any images included on our website are for visual enhancement purposes only. Contact us today to learn more about how we can help you achieve your financial goals.
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Location & Phone number
7201 Ohms Ln Suite 175, Edina, MN 55439, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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