CARDINAL WEALTH ADVISORS

Cardinal Wealth Advisors is a registered investment advisor serving clients in the greater Twin Cities area of Minneapolis and St. Paul, Minnesota. We provide personal financial planning and investment strategies for individuals and families... Cardinal Wealth Advisors was established in 2005 by John Bergstrom. After being a part of larger firms, John wanted to create a place for clients who wanted an advisor that was approachable. This personal style, he believed, would be less daunting and formal for clients than the traditional corporate environment. By maintaining a limited client base, Cardinal Wealth Advisors is able to get to know each individual in order to help clients anticipate their needs and look for opportunities. Although small, we harness the resources available through one of the largest and most diverse financial institutions available. In addition, we incorporate the investment analysis available through a professional-level portfolio analysis platform. Our goal..

Also known as: Cardinal Wealth Advisors, LLC

Primary location: Edina United States