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Who I work with:
Bryan Minogue CFP®, CFA is a flat fee & fee-only financial advisor based in Madison, WI, serving clients virtually throughout the U.S.
Kardinal Financial offers a range of engagement options based on your life stage and goals.
For those seeking ongoing financial planning and investment management, comprehensive relationships are available for a flat annual fee.
One-time project plans are available for any stage of life, from those early in their careers who want to establish a solid foundation, those desiring a mid-career check-in on their long-term plan, and DIYers looking for a second opinion.
Why Kardinal Financial:
Kardinal Financial provides comprehensive planning and investment management for a transparent, fixed fee.
After over a decade in wealth management, I developed a strong view of how financial advice should be delivered. Kardinal Financial is aimed to fulfill that ideal.
I strive to deliver best-in-class, holistic advice to help my clients balance living full lives today while taking care of their future selves.
