Business Details
19 Years
experience
Trusted Retirement Planning Services in Cherry Hill, NJ
At Cardinal Wealth Group, we specialize in helping individuals aged 50 and over navigate the complexities of retirement planning. Founded in 2007 by Anthony Aulffo, a CERTIFIED FINANCIAL PLANNER, our firm operates as a fiduciary, prioritizing clients' interests above all else. We offer fee-only, commission-free financial advice tailored to each client's unique needs, focusing on personalized strategies rather than rigid products. Our approach combines investment management, tax planning, and estate planning to create comprehensive roadmaps for financial freedom. With a commitment to transparency and accountability, we serve as financial coaches, leveraging cutting-edge tools to empower clients.Our team's expertise spans decades, ensuring clients receive guidance grounded in both experience and industry best practices. We differentiate ourselves through our Cardinal Success Journey, a five-step process designed to align financial strategies with life goals. As an independent firm, we avoid conflicts of interest by not selling proprietary products, maintaining strict adherence to ethical standards. Our Cherry Hill, NJ-based practice fosters long-term relationships, treating every client as a valued partner in their retirement journey.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Insurance Planning
Details
- Year established: 2007
Highlights and features
- We operate as fiduciaries, legally bound to act in your best interest
- Fee-only structure eliminates conflicts of interest from commissions
- Certified Financial Planners with decades of combined retirement expertise
- Personalized strategies tailored to individual life goals and circumstances
- Proven five-step planning process ensures comprehensive financial alignment
Associations and certifications
- Certified Financial Planner Board of Standards
- U.S. Securities and Exchange Commission
What people say
Personalized service
Expert guidance
Dedicated advisors
Services
Retirement Planning
Our retirement planning service helps clients aged 50+ create customized strategies for financial independence. We analyze income sources, tax implications, and lifestyle goals to develop actionable roadmaps. Our approach combines investment optimization with risk management to ensure sustainable retirement income.
Investment Management
We construct diversified investment portfolios aligned with clients' risk tolerance and retirement timelines. Using evidence-based strategies, we focus on tax-efficient asset allocation and ongoing performance monitoring. Our approach emphasizes long-term growth while maintaining appropriate risk levels for pre-retirees and retirees.
Tax Planning
Our tax planning service identifies opportunities to minimize lifetime tax liabilities. We specialize in Roth conversions, required minimum distribution strategies, and tax-loss harvesting techniques. The service integrates with overall financial plans to maximize after-tax returns for retirement portfolios.
Estate Planning
We coordinate with legal professionals to ensure comprehensive estate plans reflect current wishes. Our service includes beneficiary designations, legacy planning, and probate avoidance strategies. We help clients organize legal documents to facilitate smooth asset transfers to heirs.
Insurance Planning
Our insurance planning evaluates coverage needs for long-term care, life insurance, and liability protection. We collaborate with trusted providers to ensure appropriate policies support overall financial plans. The service focuses on balancing protection needs with cost-effectiveness for retirement portfolios.
People
Anthony Aulffo
Financial Advisor and Founder
Certified Financial Planner with 15+ years of retirement planning experience. Formerly with major financial institutions, Anthony established Cardinal Wealth Group in 2007 to provide personalized, fiduciary advice to pre-retirees and retirees.
Sandy Aulffo
Administrative Assistant
Brings hospitality industry experience to client interactions. Manages office operations and client communications while maintaining a welcoming environment for all visitors to the Cherry Hill office.
Fatima Katz
Client Service Associate
Nine-year financial industry veteran specializing in client relations. Coordinates client meetings and documentation while ensuring timely responses to client inquiries through her dedicated support role.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy, tax optimization, investment management, and estate planning tailored to individuals aged 50+.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries bound by law to act in your best interest, with no commissions or proprietary product sales creating conflicts of interest.
What is the Cardinal Success Journey?
Our five-step planning process includes discovery, strategy development, plan implementation, and ongoing monitoring to ensure your financial strategy aligns with evolving life goals.
Do you work with out-of-state clients?
While based in Cherry Hill, NJ, we serve clients nationwide through virtual meetings and digital collaboration tools while maintaining personalized service standards.
What qualifications do your advisors hold?
Our lead advisor holds the Certified Financial Planner™ designation, representing rigorous education, experience, and ethical standards in financial planning.
