About Us
Learn about our firm and our commitment to your financial success.
About Cardinal Wealth Management
Cardinal Wealth Management LLC is a registered investment adviser dedicated to providing personalized financial guidance to individuals and families. We believe that every client deserves thoughtful, tailored advice that addresses their unique circumstances and goals.
Founded on principles of integrity, transparency, and client-first service, we take the time to understand your complete financial picture before developing strategies designed to help you achieve your objectives.
As a fiduciary, we are legally and ethically bound to act in your best interest. This means providing honest advice, disclosing any potential conflicts of interest, and always prioritizing your financial well-being over our own.
Meet Your Adviser
Chris Cardinal
Founder & Investment Adviser
Chris Cardinal graduated from Portland State University with a Bachelor of Science in Social Science. He worked in the public sector as a substance abuse counselor in Oregon until 2024. After spending some time as a stay-at-home dad, he and his family relocated to McKinney, Texas where he launched Cardinal Wealth Management LLC in 2025. He loves to coach and volunteer to support his son's athletics when available.
Chris believes that successful wealth management starts with building genuine relationships. He takes the time to listen, understand your goals, and develop strategies tailored specifically to your needs. His approach combines disciplined investment strategies with a deep commitment to understanding each client's unique financial situation. His experience with building a therapeutic alliance in his previous career field aids him in supporting those he works with in the realm of finance.
Our Approach
Discovery
We begin by understanding your complete financial picture, including your goals, concerns, risk tolerance, and time horizon.
Strategy
We develop a personalized investment strategy designed to help you achieve your specific objectives while managing risk appropriately.
Implementation
We put your plan into action, selecting appropriate investments and establishing the structure needed to pursue your goals.
Ongoing Review
We regularly review and adjust your strategy as your life circumstances and market conditions evolve over time.