Welcome to...The Cardinal Hill Group, a NY based wealth management firm founded in the year 2000, has an advisor team averaging more than 25 years experience in portfolio management. As an independent firm, we provide unbiased advice and deliver a broad range of non-proprietary investment resources to our clients. Our strength lies in a diligent focus on wealth accumulation, capital preservation, and portfolio risk management.
Our clients are select individuals, their families, and business owners, and recognizing the ever increasing role of women in financial decision making, we address the special considerations of women investors. Whether you're in the wealth building phase or have accumulated substantial assets, we provide the unique financial solutions you require and which are tailored only to you..
Gain From An Independent Perspective
At The Cardinal Hill Group, we understand that your individual financial situation is unique and deserves a dedicated approach designed to help put you on track to reach your financial goals.
The Cardinal Hill Group is an independently owned, full service firm with more than 15 years of dedicated personalized service to our clients. Our affiliation with the First Allied family of companies provides us the autonomy and opportunity to do what we believe is right for our clients. It’s this independent approach that we believe builds trust in client relationships.
First Allied is a financial services firm that provides its network of independent financial advisors with brokerage, advisory, insurance, investment management and retirement consulting services. First Allied Securities, Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
At First Allied, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only solutions that we deem best suited to meet your financial objectives and goals. We can provide you with access to invest in the world's financial markets, as well as a variety of other complementary services that are often necessary to create comprehensive financial plans.
This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment and financial planning advice, and promise to do so with the highest level of integrity and service. We pledge to place your interests and concerns first, and we’re eager to help you identify and potentially reach your goals.
If you’re an investor seeking an established yet independent wealth management firm, The Cardinal Hill Group is well positioned to meet your needs.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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Become a Client
Becoming a client with us is as easy as it is rewarding.
Click here to fill out our new account form and we will contact you shortly.