Mike Jacobs began his career in 1993 at Merrill Lynch in Rockville, MD. In 2004, he was one of the early pioneers to leave the large wire house and join the independent planning world. He co-founded XML Financial Group, where he worked for 8 years and was recognized as one of the Inc. 5,000 fastest growing, privately held companies. In 2012, he divested his equity in XML and joined Monument Wealth Management in Alexandria, VA.
Today, Mike is the Founder and Managing Partner of Cardinal Wealth Management. He is a Certified Financial Planner (CFP®) and has more than 15 years of experience as a business owner and independent planner. In 2017, Mike has decided to affiliate with Spire Investment Partners, a cutting edge, independent registered investment advisory firm and broker dealer with open access to custodians such as Fidelity, TD Waterhouse, Pershing, and Charles Schwab.
Mike specializes in advising business owners and executives on strategies that seek to protect and grow their wealth. Services include financial planning, risk mitigation strategies, investment management, wealth preservation strategies, trust and estate planning, and tax planning.
Chris is a Partner of Cardinal Wealth Management. He is a Certified Financial Planner (CFP®) and has 5 years industry experience working as an advisor at an RIA and an additional 6 years as a successful entrepreneur both in the US and Latin America.
Chris specializes in the creation of personalized comprehensive financial planning for business owners and entrepreneurs. The financial planning service is met by developing and executing a customized set of goals for each client through insurance planning, risk management, employee benefits planning, investment management, income tax planning, and estate planning.
Chris began his career as a financial planner for the Financial Consulate in Baltimore County, where he worked with business owners and high net worth clients. He has extensive business development and managerial experience both in the U.S. and across Latin America. Previous projects range from directing two major public programs in Colombia (+450 employees) and raising capital for ventures in the Baltimore area.
Jessica is an Operations Associate at Cardinal Wealth. She is responsible for performing daily operations, client service support, business development, and assisting with the implementation of client investment and financial planning strategies. Jessica is a native to the Bethesda area and has had work experience in a variety of business fields spanning from investment banking to international development. She is currently earning a Bachelor’s of Science in Finance and Supply Chain Management with a minor in Real Estate Development from the University of Maryland.