About Cardinal Wealth Group
At Cardinal Wealth Group, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Cardinal Wealth Group are proud to be independent financial professionals.
Financial Advisor and Founder
Since 2007, Anthony Aulffo has been providing financial advice and strategies to those nearing and in retirement. His approach goes beyond investment portfolio and financial plans to serve as a coach, helping his clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.
Anthony entered the financial services industry in investment management and financial planning in 2007 and became a Certified Financial Planner® in 2010. He and his wife, Dana, live in New Jersey.
Nick’s role as an associate advisor at Cardinal Wealth Group combines his passion for finance to help people pursue their financial goals. He entered the financial services industry in 2015 while attending college, supporting financial advisors at a local Registered Investment Advisor. As an associate advisor, Nick provides a support role for each client’s day to day needs and in the financial analysis of their financial plan. Nick is pursuing his Certified Financial Planner® designation and attainted his certification in Social Security and Medicare planning from the Institute of Business and Finance.
When Nick is not working, you can find him either on the golf course, cooking, or learning about other languages and cultures.
The Cardinal Wealth Core
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Cardinal Wealth Group creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.
If you would like to have a conversation about your retirement goals, please contact us online or call our office at 904.414.2375. We have an office in Cherry Hill and can schedule a time that’s convenient for you. There’s absolutely no cost or obligation.
Sandy enjoys working as an administrative assistant at Cardinal Wealth Group. Her past experience in the hospitality field brought about her passion to contribute, support, and make a difference in providing a welcoming environment to each client.
When not working, Sandy enjoys spending time with family, friends, and traveling.