Anthony Aulffo, CFP®
A Clear Direction for Your Retirement
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Cardinal Wealth Group
Anthony Aulffo, CFP®
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Advisor
Cherry Hill, New Jersey
Serving Clients Nationwide
A Clear Direction for Your Retirement
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Anthony Aulffo. Since 2007, I have been providing financial advice and strategies to those nearing and in retirement. My approach goes beyond investment portfolio and financial plans to serve as a coach, helping our clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.I entered the financial services industry in investment management and financial planning in 2007 and became a CERTIFIED FINANCIAL PLANNER® professional in 2010.
My wife, Dana, and I live in New Jersey.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
900 Kings Highway North suite 201, Cherry Hill, NJ 08034, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. During this initial phone call, we can get to know each other and discuss your financial life to determine if CWG is the right financial partner for you. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Cardinal Wealth Group (CWG) is dedicated to helping our clients find clarity in their retirement planning needs. We believe everyone deserves to do the best with what they have. Through our educational-based approach to financial planning, we will side step the often confusing landscape of financial information and meet you at your level of understanding. By catering to each client's level of understanding, we are able to provide the clarity needed, so you can take the action needed to secure your future.Our holistic approach to financial planning covers:
✅ Retirement Income Strategies & Cash Flow Analysis
✅ Income Tax Planning
✅ Portfolio Analysis
✅ Risk Management & Asset Protection
✅ Estate Planning
A plan is only as good as the action taken. Our wealth management service is an all-in-one planning, implementation, and management package we provide to make sure your best intentions are met. By partnering with CWG, we will deliver the energy and expertise needed because we care about where you end up.
Education
University of Delaware, Certificate in Financial Planning | Monmouth University, Bachelor of Applied Science (BASc), Business/Finance
Badges
Hobbies and Interests
- Family
Who We Serve
- Baby Boomers
- Couples
- Gen X
- Living in Retirement
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Cardinal Wealth Review and Anthony Aulffo
✅ Wealthtender Certified Advisor Review™
March 14, 2023
I have been with Cardinal Wealth and Anthony for over a year. Anthony was the one to give me confidence that I could retire. He is always an email or a phone call away, if I have any questions. I have been enjoying my retirement, even in these tough economic times. Anthony always has good reason for not worrying about my finances. I am looking forward to a long relationship with Cardinal Wealth.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Cardinal Wealth Review - Anthony Aulffo
✅ Wealthtender Certified Advisor Review™
March 1, 2023
My husband and I have been using Anthony for the last year. He is always willing to help and provide guidance and charts to make us feel at ease and understand the situation. Retirement is stressful in itself, and with his guidance he was able to show us the way and feel comfortable. He is very personable and maintains communication in situations that arise. We appreciate his knowledge and information, and would strongly recommend him to anyone.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Cardinal Wealth Management and Anthony Aulffo
✅ Wealthtender Certified Advisor Review™
February 24, 2023
My wife Holly and I have been working with Anthony since 2020 and have really appreciated his counsel. Anthony has given us a strong understanding of our net worth and finances, and he has started us on a clear path for retirement. Anthony has always helped us understand the complexities around wealth and tax planning and what’s necessary to maximize retirement income balancing risks and growth. He has always broken the tasks down into workable steps that we can take together. I can’t say enough about how much better we are, for having the support of Anthony and Cardinal Wealth Management on our journey. I would highly recommend his services.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Sound financial advice
✅ Wealthtender Certified Advisor Review™
February 24, 2023
I’ve worked with Anthony for several years and appreciate how he has guided me into retirement with sound and reasonable advice regarding my financial security. He is personable, responsive to questions and maintains communication to provide updates and insights beyond annual reviews.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Cardinal Wealth Review
✅ Wealthtender Certified Advisor Review™
February 20, 2023
My husband and I have been working with Anthony
Aulffo and the Cardinal Wealth Group since 2019/20. Working with Anthony and Cardinal Wealth has been thoroughly rewarding. The entire process of educating us and creating a Retirement plan that works for us has been terrific. He is personable, professional, and extremely knowledgeable in his field. As our financial advisor, Anthony maintains consistent and regular communication with his clients, checking in and readily available to answer any questions.
I highly recommend Anthony Aulffo and the Cardinal Wealth Group to anyone interested in financial and retirement planning.
Sincerely,
Wynn Dunne
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Anthony Aulffo -Our Financial Advisor
✅ Wealthtender Certified Advisor Review™
February 16, 2023
My wife and I have been using Anthony for a number of years now. His pleasant and easy-going delivery helps to keep us at ease. He’s always prepared with charts and graphs to explain the current situation with our financial status noting what changes are required to meet our goals. Anthony is very personable and cares about his clients. He always available to answer questions and provides sound advice. We are very pleased with his results.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Anthony Aulffo your guide retirement and financial independence.
✅ Wealthtender Certified Advisor Review™
February 15, 2023
Anthony is very insightful and empathetic. He takes the time to get to know you and what is important to you as it relates to your life and your financial situation and how to optimize it.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Very Helpful/Makes it Clear
✅ Wealthtender Certified Advisor Review™
February 15, 2023
My husband and I have been using Anthony for several years. We are so happy that we found him. He has helped us make better decisions for our future financial health. He’s also helped us remain calm in the rapidly changing investment market.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Uncertain times
✅ Wealthtender Certified Advisor Review™
February 15, 2023
I began a relationship with Anthony on or about the second quarter of 2011. For the next 8 years we developed a personal relationship as well as professional .Developing a personal relationship first is important to bring understanding and trust to the professional side of retirement. I can call Anthony anytime with questions and concerns , and as always , his responses are accurate and put me at ease for choosing him as my financial advisor. Retirement can be a stressful event and Anthony continues to make this life change equitable and comfortable experience.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Very Professional, sharp and easy to work with...
✅ Wealthtender Certified Advisor Review™
February 15, 2023
My wife, Donna, and I have been working with Anthony for a few years now. I TOTALLY RECOMMEND working with Anthony as he uses a very logical, practical and easy to understand approach to retirement and financial planning. Anthony educates us on our options and then allows us to make our own decisions without any pressure. Please let me know if I can help you in any way or answer any questions for you related to working with Anthony (my cell 856-287-2693). Thanks, stay well and enjoy!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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