We switched to Cardinal Hill from a different financial advisor and have been so impressed with how personal they've been with our financial details & plans. What a huge difference from the previous company! Cardinal Hill is helping us be more intentional with our finances, form goals, and take steps to achieve those goals.
March 2025
We have been with this firm since they started. We have a lot of confidence in their expertise, especially since one of the partners has a PhD in finance! They are personable, attentive, responsive, and have so much integrity. Very good choice for wealth management.
January 2024
I’ve been with Jesse from the beginning when he started he came knocking at my front door and the rest is history.Brook and Jesse are always there when you need them I always recommend them
Financial Planning for Retirees, Entrepreneurs, and Working Professionals. Plan Effectively. Optimize Investments. Reduce Taxes. Feel free to stop by or visit our website to request a free initial assessment of your financial situation. We look forward to meeting you!
