Cardinal Wealth Management Management Team
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Cardinal Wealth Management
Summary
Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner. This unique DC-centric planning and investment boutique offers ...Show more
Organization Website | cardinalwm.com |
Industries | |
Headquarters Location | 7625 Wisconsin Avenue Bethesda, MD 20814, Maryland, 20814 US |
Employees Size | 1-10 employees |
Specialties | Wholistic Wealth Planning, Investment Management, Business Owner Consulting, Special Needs Planning, Non-Profit Consulting |
Founded | 2017 |
Employees Turnover 4 quarter 2025
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Length of Employment
Employee tenure at Cardinal Wealth Management shows a diverse range of experience levels:
43% for 1–2 years29% for 5–7 years14% for 8–10 years14% have over 11 years of service at Cardinal Wealth ManagementDiscover More
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Cardinal Wealth Management
Michael Patrick Jacobs
Founder and Managing Partner
Maggie Eldak
Operations Associate
Christina Cunningham
Operations Associate
Julie Picard
Office Administrator and Client Service Specialist
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FAQ
Cardinal Wealth Management operates in the Portfolio Management industries. More details can be found on the official website: cardinalwm.com.
The headquarters of Cardinal Wealth Management are located in Bethesda, United States.
Cardinal Wealth Management currently employs 1-10 people.
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