Advisor at Cardinal Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cardinal Wealth Partners, LLC
Location
Chapel Hill, NC 27517
Credentials
CFP®, Series 66
Industry experience
28 years
John Young is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Cardinal Wealth Partners, LLC in Chapel Hill, NC. His prior experience includes roles at Red Oak Capital Management, Inc and Allen C. Ewing & Co. He is also involved in providing life insurance solutions through the Cardinal Wealth Partners Insurance Agency. Cardinal Wealth Partners is an independent investment adviser offering discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, corporations, and select 401(k) plans. The firm manages approximately $13 million across 55 client households, employing diversified portfolios primarily using ETFs and mutual funds, with tailored investment advice and regular account reviews.
Based on Cardinal Wealth Partners, LLC
$100,000 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $100,000
1340 Environ Way
Chapel Hill, NC 27517
North Carolina
Cardinal Wealth Partners Insurance Agency
2025 - Present (1 year)
The Leaders Group Inc DBA Simplicity Investments
2025 - Present (1 year)
PKS Investments
2024 - 2025 (1 year)
Cardinal Wealth Partners
2023 - Present (3 years)
Red Oak Capital Management, Inc
2019 - 2023 (4 years)
Allen C. Ewing & Co.
2015 - 2024 (9 years)
Hayden Royal (Previously GREAT LAKES & ATLANTIC WEALTH)
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Durham, NC
Chris C Crenshaw Financial Services, LLC
Series 65
Cary, NC
Eustace Advisors
Series 65
Morrisville, NC
gnrfunds LLC
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Series 63, Series 65
Chapel Hill, NC
J. Pierre Masse
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")