Michael Jacobs, CFP®
7901 Jones Branch Dr. Suite 800
McLean, VA 22102
I am the Founder and Managing Director of Cardinal Wealth Management. We recently affiliated with Spire Investment Partners and utilize Fidelity as our primary custodian. We also utilize Schwab, Pershing and TD Ameritrade in order to provide a truly independent platform to serve our clients. We are a financial services and wealth management firm that strives to serve our clients with the highest level of service and integrity. We specialize in advising business owners, non-profits, pre-retirees and executives.
I started my career at Merrill Lynch in the private client group. After ten years at the wire house, I left with two other advisors and co-founded XML Financial Group in Rockville, MD. From 2004 to 2012. I joined Monument Wealth Management in 2012 and grew my business from 28 million and 35 households to 70 million and 42 households in the last 4.5 years. I most recently have made a decision to start my own group Cardinal Wealth in Bethesda, MD five minutes from my home in Chevy Chase, MD where I reside with my wife Allison and four young children Patrick, Claire, Brendan and Jack. I am a graduate of Gonzaga College High School (class of 1988), a graduate of The Sellinger School of Business at Loyola University Maryland (class of 1993 Accounting and Finance) and hold my CFP®.