
Cardinal Financial Advisers LLC
Cardinal Financial Advisers LLC, based in Columbus, Ohio, is a financial services firm dedicated to helping individuals and small business owners define and achieve their financial goals. Led by Steven D. Meier, MSFS, CFP®, AEP®, CAP®, and Juli Damopoulos, the firm offers personalized financial planning, investment advisory, and estate and business planning services.
Their approach is structured around a six-step process: Review, Analyze, Develop, Coordinate, Implement, and Monitor, ensuring tailored strategies for each client. The firm emphasizes integrity, candor, and creativity in its client relationships, aiming to build a strong reputation for outstanding service. Affiliated with NYLIFE Securities LLC and Eagle Strategies LLC, subsidiaries of New York Life Insurance Company, Cardinal Financial Advisers combines personalized service with the resources of a larger financial institution.