Our Beliefs : Cardinal Financial Advisers, LLC | Columbus, OH

Our Beliefs

Determining the course of your financial future is no small thing. And it is important that you are comfortable with those you entrust to help you in this journey. When you do business with Cardinal Financial Advisers LLC, you can expect that we will work with integrity, candor, and creativity – nothing less. We build committed relationships with our clients over their lifetime – and those are lasting relationships that have enabled us to build our business through personal referrals from clients. At Cardinal Financial Advisers LLC, we believe:

  • Financial planning* should be focused on maximizing your wealth. We define wealth as integrating all of your resources – financial, emotional, physical and spiritual – and it is our role to help you strike a healthy balance between all of our resources throughout your life.
  • The level of communication between us will determine our level of success. Financial planning is personal, so Steven and Juli may ask you to share with them some of the many things that you don’t share with anyone but your family. Rest assured that any information you provide will be used solely for the purposes of creating your financial plan, and that we will respect that information as confidential.
  • Integrating the five key areas of financial planning* – Asset Protection, Disability and Income Planning, Debt Management, Asset Management, and Estate Management – are vital to achieving your personal financial success.
  • Timing the market is not always the right approach. We believe that if your time horizon is long term, you should accept some of the volatility and risks that are inherent in the stock market. For those needs that are short term, we advise forgoing those risks and choosing other alternatives.
  • It is vitally important that we like and trust each other. If our relationship ever comes into question, we believe it should be re-evaluated.
  • You should expect to be as involved in your plan as we are. This means we will often ask you for help in gathering information or talking with other advisers who may have this information.

* Financial planning is offered through Steven and Juli's affiliation with Eagle Strategies LLC.