If you have questions about Cardinal Financial Advisers LLC, please see the list of Frequently Asked Questions below. If you don't see your question listed, or if you need further information about Cardinal Financial Advisers LLC and the products and services we offer, please contact us. You are welcome to also call our offices at (614) 457-3450 to talk directly with Steven D. Meier or Juli Damopoulos.
How do you charge for your services?
Steven D. Meier and Juli Damopoulos are financial advisers with Eagle Strategies LLC and engage clients in limited and comprehensive financial plans, as well as money management programs. Engagement fees vary depending on the complexity of issues, net worth and income of each client. Money management fees are determined by either equity or fixed income portfolios on a sliding scale.
In working with a client to put together a financial plan, do you only sell services for which you receive a commission, or are other financial products available to you?
Our first priority is to ensure that the financial planning process allows our clients to achieve their established financial goals and objectives. Any product available on a commission basis is the result of matching our clients' goals and objectives with the right product -- the outcome of the process we use in working with clients.
How long has Cardinal
Financial Advisers LLC operated in central Ohio?
Cardinal Financial Advisers LLC was established in 1986, when Steven D. Meier began his financial services career.
What qualifications and experience does Steven D. Meier have?
Steven's experience and financial services education dates to 1986. He holds a Master of Science in Financial Services (MSFS) degree from the graduate school of The American College. He also holds the following designations: AEP® Designation, Chartered Advisor in Philanthropy (CAP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®). Steven is dedicated to continuing his education and has been and will continue to be a student of the business.
What qualifications and experience does Juli Damopoulos have?
Juli’s experience in the financial services industry dates to June of 2009, as the Recession was coming to an end. She holds a Retirement Income Certified Professional (RICP®) designation which she earned in 2020 from The American College and is currently furthering her knowledge and training through additional coursework and education. Juli is committed to continuing her education in the best interests of her clients.
As a client of Cardinal
Financial Advisers LLC, how often should I
expect to hear from you?
Clients can expect to receive regular communication from Cardinal as well as the service providers associated with Cardinal. This communication includes but is not limited to: monthly and/or quarterly statements on accounts, access to the Cardinal website and provider company sites for viewing account information and other points of interest. Additionally, Steven and Juli meet with clients on an individual basis based on each client's level of comfort and need. They are always available and in touch to address concerns as they arise.
