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 Advisor
Chris Cardinal
Founder & Investment Adviser
With over a decade of experience in financial services, Chris Cardinal founded Cardinal Wealth Management to provide personalized, client-focused investment guidance to families in McKinney and the greater Dallas-Fort Worth area. His approach combines disciplined investment strategies with a deep commitment to understanding each client's unique financial situation.
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. When he's not helping clients navigate their financial futures, Chris enjoys spending time with his family and staying active in the McKinney community.
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.