# Cardinal Wealth Management - **Website:** - **Primary alias:** `cardinalwealthmanagement.org` ## Description Cardinal Wealth Management LLC is a fee-only registered investment adviser based in McKinney, Texas, serving individuals and families across the Dallas–Fort Worth area. The firm provides personalized financial planning and wealth management, taking a planning-first approach centered on clients’ goals, circumstances, and long-term financial well-being. As a fiduciary, Cardinal says it puts clients’ interests first and does not sell commission-based products. Clients work through The Cardinal Path™, a five-phase process designed to build trust, clarify priorities, and support consistent financial action over time. The firm also specializes in equity compensation, helping employees and executives understand and make decisions about restricted stock units, employee stock purchase plans, and employee stock ownership plans. Its guidance addresses topics such as vesting, concentrated holdings, taxes, and incorporating company equity into a broader wealth plan. Founded by Chris Cardinal, the firm emphasizes patient, judgment-free advice and collaborative relationships. Its stated values include integrity, empowerment, and careful stewardship. Cardinal offers complimentary consultations for people interested in discussing their financial goals. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idcr-NhiWu/w/400/h/400/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791012418061) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Thunderbird | #cf180f | accent | | Red Berry | #8b0000 | dark | | White | #ffffff | light | ## Fonts - var(--font-heading) — asset _(custom)_ - var(--font-sans) — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._