FAQ

Yes. Corporate professionals face a unique mix of decisions — stock compensation, employer benefits, tax planning, and retirement timing within structured pay frameworks. Our team brings firsthand corporate experience, which allows us to translate these programs into clear, practical strategies that support your long‑term goals.

Click here to subscribe to our free corporate leaders newsletter

Absolutely. Cardinal’s benefits, compensation programs, and retirement options are complex and often interconnected. Because several members of our team spent years working inside Cardinal, we understand how these decisions fit together and help employees avoid the costly mistakes we’ve seen others make.

Click here to subscribe to our free Cardinal employee newsletter

Yes. The years leading up to retirement are filled with once‑in‑a‑lifetime decisions — Social Security timing, income planning, tax strategy, investment allocation, and withdrawal sequencing. We help clients bring clarity to these decisions so they can retire with confidence.

Click here to subscribe to our free corporate leaders newsletter

We’re not the right fit for everyone — and that’s intentional. Our goal is to serve our core clients extremely well. Because of referrals, career changes, and long‑standing relationships, we do work with clients outside the corporate professional space, but only when we’re confident we can add meaningful value.

For any new relationship, we look for two things:

1. We need to be able to provide value that clearly exceeds the cost of our service.
2. We want to work with good people who value honest, straightforward advice.

If both of those feel true for you, we may be a good fit and would encourage you to click this link to book a complimentary introductory meeting to learn more.

Yes, we’ve acted as a fiduciary for our clients since our founding in 2011, and continue to hold ourselves to the highest standard of care set forth by the SEC. We accept no commissions, sell no products, and have no conflicts of interest. This means our clients’ interests always come first, every day.

It means we are paid only by our clients — not by product companies, commissions, or sales incentives. This keeps our advice aligned with your goals.

No. We work with clients across the U.S. through secure virtual meetings.

Client accounts are custodied at Charles Schwab, one of the largest custodians in the industry.

No. Our first conversation is always complimentary

Click here to schedule a free initial consultation 

Schedule an introductory meeting. We’ll learn about your goals, answer your questions, and outline whether we’re a good fit.

Click here to schedule a free initial consultation

As much as you need. We encourage clients to reach out whenever questions come up — not just during scheduled review meetings.

You can use our online scheduling link anytime, or simply email your advisor. We keep time open each week for client questions.

We maintain relationships with trusted professionals and can introduce you to attorneys, CPAs, and insurance specialists when needed. You’re always free to work with any provider you prefer.

We will never accept any type of fee sharing arrangements. We pride ourselves in always eliminating conflicts of interest, so you have the peace of mind that the referrals we make are always in your best interest.

We don’t have a strict minimum, but our services are designed for corporate professionals with meaningful benefits, compensation programs, and retirement planning needs.

Ongoing client fees are billed on a quarterly basis as a percentage of assets under management (AUM). Your investment management fee will be deducted directly from your investment account custodied at Schwab.

Yes, we price our client services as outlined here: