Cardinal Wealth Management Management Team
Contact top employees from
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
Length of Employment
Employee tenure at Cardinal Wealth Management shows a diverse range of experience levels:
13% have been with the company for less than 1 year38% for 1–2 years25% for 5–7 years13% for 8–10 years13% have over 11 years of service at Cardinal Wealth ManagementContact top employees from
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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