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November 2025 by Stacey O
Very helpful, kind people! Thanks again
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September 2025 by Camille Knudstrup
We’ve had such a positive experience working with Cardinal Hill
Wealth Management company. They truly care about their clients, taking the time to understand our goals and values. It’s clear they’ve built their business on family principles and a genuine commitment to the community. Honest, professional, and trustworthy—highly recommend!
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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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February 2025 by Brad Jackson
Jessie, Robert and Brooke are top notch! Advisors and wealth management that I can trust is so valuable!
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December 2024 by Amy Sylvia
Brooke was courteous, professional and friendly. Jessie Harris was thorough and answered all of our questions. We feel more equipped to start investing.
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November 2024 by Tomorrow Papaleo
Great, cheary folks. My money is doing very well with them. Very happy with their service.
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November 2024 by Cyndie Dyer
Duane and I feel completely comfortable with our financial concerns now that we have Cardinal Hill helping us get where we want to be. The team truly cares about us, and explains all the numbers they run for us.
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November 2024 by Troy Lehrer
Jessie, Robert, and Brooke are the greatest!! Have been with them for years!! Highly recommend.
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November 2024 by Jake Kimbrell
This is a great team with a variety of investment options. They also do a good job of keeping you informed of your funds and the markets.
