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June 2025 by Jeremy and Erin Dukes
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.
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June 2025 by Vieux Vanie
I’ve been working with Jessie at Cardinal Hill Wealth Management for the last year on setting up investments portfolio for retirement and couldn’t be happier with the service. Jessie took the time to really understand my financial goals and explain complex investment strategies in terms I can actually understand. He ia professional, knowledgeable, and genuinely seems to care about helping clients succeed rather than just pushing product that didn’t connect to my strategy. I’d definitely recommend Cardinal Hill to anyone looking to plan for retirement.
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May 2025 by Natalie Adeleye Minott
I had a great experience working with Jessie at Cardinal Hill Wealth Management. He took the time to understand my financial goals and gave me clear, practical advice that made me feel confident about my next steps. Jessie even served me coffee during our meeting and helped me focus on creating a thoughtful plan for my kids' future. He’s knowledgeable, patient, and truly cares about helping families build a solid financial foundation. Highly recommend!
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May 2025 by Marina Kovach
I did an extensive amount of research and interviewing prior to going with Cardinal Hill as our wealth mgmt firm. Jessie, Robert, and Brooke are knowledgeable and kind. Their unique combination of CFP-PhD/CFP very clearly brings a very special approach to wealth management. Think of it as a scientific spin extrapolating learnings from other areas in a very applicable way to complement and uplift the traditional and trusted financial planning approach of CFP. We have had nothing but a great experience. They are all very responsive and thoughtful in our needs and requests, even when it doesn't necessarily financially benefit them, but it's a better choice for my family. I have great trust in Cardinal Hill, and highly recommend!
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April 2025 by Alissa Willett
We’ve been working with Cardinal Hill for 2 years. Each interaction is a joy. Seriously. Brooke is efficient, knowledgeable and kind. Jessie and Robert are extremely intelligent, professional and trustworthy. I am confident they are good stewards of our money and they want the best for our family. Do yourself a favor and bring your wealth to Cardinal Hill.
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March 2025 by Roja Boina
I had a call with Robert, hoping to get a one-time suggestion on a specific question I had. During the free assessment call, Robert explained that their service model doesn’t typically offer one-off advice—but even so, he took the time to answer all my questions, share relevant resources, and make sure I left the conversation with clarity for the question i had.
I felt heard, understood, and equipped with exactly the information I needed. It’s rare to come across people—or businesses—that genuinely care about your needs, but I can confidently say that Robert and his team truly do.
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March 2025 by julie cash
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.
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March 2024 by jill steininger
Title: Exceptional Financial Services with a Personal StarsReview:I can't say enough about the outstanding service provided by Jessie Harris and his remarkable team at Cardinal Hill Wealth Management. From the moment I walked through their doors, I felt welcomed and valued as a client.Jessie's expertise in financial management is evident from the first conversation. He took the time to listen attentively to my financial goals and concerns, and then crafted a comprehensive plan tailored to my needs. What truly sets Jessie apart is his unwavering commitment to acting as a fiduciary, always prioritizing my best interests above all else.But it's not just about financial acumen; it's also about the exceptional people who make up the team. Brooke, in particular, stands out with her impeccable customer service skills. She's incredibly organized and keeps everything running smoothly, ensuring that I stay on track with my financial objectives.What truly sets this team apart, however, is their genuine kindness and willingness to go above and beyond. I'll never forget the time when I was loading a U-Haul with donations, and Jessie happened to pass by. Without hesitation, he jumped in to help, demonstrating a level of compassion and dedication that goes far beyond the call of duty.In every interaction, whether in the office or out in the community, Jessie and his team exemplify what it means to be exceptional human beings. Their commitment to their clients extends far beyond financial matters, creating a sense of trust and loyalty that is truly invaluable.If you're looking for financial services with a personal touch, look no further than Cardinal Hill Wealth Management. Jessie Harris and his team are simply the best in the business.
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February 2024 by Tim R
If you are contemplating the idea of having professionals, assist you in building your financial future, I highly recommend CardinalWealth Management. Jessie, Robert and Brooke epitomize the concept of patient strategic long term financial planning. Their pragmatic approach to success lends itself to my confidence in their time tested investment methods. With Jessie, who is a CFP and corporate veteran, Robert, with a Masters in Finance and PhD. in Strategy and Entrepreneurship and Brooke, who heads the administration and client advocacy areas, you will be in good hands as they steer your investment ship forward!
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February 2024 by Jim Crowcroft
We found Cardinal Hill a little over a year ago after moving to this area, and we are glad we did. Robert, Jesse and Brooke make us feel like family! They provide sound professional financial advice in a friendly, easy to understand way. We would highly recommend Cardinal Hill for anyone who is seeking top notch service without the usual “I’m just a number” feeling.
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January 2024 by Tony Conte
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
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November 2023 by Jonathan Burch
I have a wonderful experience with Cardinal Hill. The team's intelligence and approachable nature sets them apart. Their trustworthiness creates a refreshing contrast to larger financial management firms. Choosing them is a wise decision for a personalized and enjoyable wealth management journey.
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October 2023 by Christopher Sass
Great experience! I'm not exactly the type to think I need wealth management (rich) but Robert and his team made me feel extremely welcome! Despite my admittedly simple financial situation, gave some very solid and impressive recommendations. Would highly recommend reaching out to them if you have any questions regarding your financial future!
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October 2023 by Rebecca Hagedorn
Went in with my mother and was immediately greeted by Brooke who told us about the firm. Jessie and Robert provided honest answers to our financial questions. They have interest and integrity in wanting what is best for their clients.
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October 2023 by Crystal Tran
I have been with Jesse and Brooke for a couple years after my mom gave me stellar reviews. I just started working and I was anxious about how to handle my finances. Jesse was able to help me every step of the way in designing a good financial plan that aligned with my future goals. Now I feel more confident in approaching my future. I was first introduced to Jesse while he was at Edward Jones and I've been following him since.These are great people. They listen and provide great advice. Even as I am making new life transitions, they are ready to help me through the changes. I highly recommend their services.
