Cardinal Wealth Partners, LLC

“Once you say you’re going to settle for a second, that’s what happens to you in life, I find.” John F. Kennedy

Don't Waste Any More Time

“Value is what you get.”  Warren Buffett

Financial Services

“The great thing in this world is not so much where we stand, as in what direction we are moving.” Oliver Wendell Holmes

Cardinal Wealth Partners, LLC

“Once you say you’re going to settle for a second, that’s what happens to you in life, I find.” John F. Kennedy

Retirement Planning

“Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do.”  Mark Twain

Estate Planning Strategies

“Change is the law of life.  And those who look only to the past or present are certain to miss the future.”  John F. Kennedy

Excellence…..       

     Integrity…..            

Experience…..

Chapel Hill Financial Services Advisors

Cardinal Rules

  1. Make peace with your past so you can live in the present
  2. Don’t worry so much about what others think of you, it is how much you value yourself that matters the most
  3. Time heals almost everything, take time to enjoy life
  4. Don’t overthink
  5. No one is in charge of your happiness except for you, make the most of everyday
  6. Don’t compare your life with others, live your life to the fullest
  7. Smile, it is contagious

Financial Services

Cardinal Wealth Partners is dedicated to the interests of our clients, offering them the professional guidance they need to help meet their financial goals and safeguard their future and the future of their family. In short, when you become our client, your needs – and the plans we design based on your objectives – drive everything we do.

Financial Planning

At Cardinal Wealth Partners, our financial advisor will typically begin by getting to know you and your family while gathering information about your current circumstances, your future goals, your concerns and your aspirations. During this phase, too, you and your advisor can discuss the strategies and services available to help solve the specific financial challenges you face.

Retirement Planning

Whether you’re early in your career, nearing retirement or already there, planning for it is an ongoing process. Your life is dynamic, and your needs will evolve through the years. Cardinal Wealth Partners will work with you through all of the stages in your life to develop and monitor a plan that takes into account your financial circumstances, as well as your goals for the future.

Estate Planning Strategies

A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life. As trusted advisors, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets.

Give Us A Call

With our guidance and support, you can be confident that your family will be well prepared for the future.

Advisory services offered through Hayden Royal, LLC.  Securities offered through Allen C. Ewing & Co.  Member FINRA/SIPC. Check the background of this firm on FINRA’s BrokerCheck.