About Us

Planning for the future.
Serving you today.

Cardinals symbolize strong bonds and relationships.

In addition to advice, guidance and support — as well as a carefully crafted financial plan — we offer you a bold new relationship. Because cardinals are also associated with strong bonds and partnerships. And that’s what we want to build with you — a lasting relationship.

Because we’re far more than financial planners and investment managers. We’re here to be a financial partner you can count on so you can be energized, confident and excited about the future.

We’re active.

If you’re looking for a financial partner you meet with once a year, Cardinal Asset Advisory might not be the best fit for you. Because we’re active in serving our clients. We keep in touch, check in, send them information and keep the lines of communication open. Again, to us, it’s all about building relationships, confidence and trust. And to us, that means taking an active role in our clients’ lives.

We overserve our clients.

Pat Brown has been an advisor for over 38 years. Over the years those without his generosity mentioned he had the tendency to ‘overserve’ his customers. However, that’s what his clients want, need and deserve. And that’s what Pat loves to do.

We’re servants at heart.

Financial planning and investment management is what we do. But what we are are servants. We get up every morning determined to find new ways to help you plan for the future and achieve your goals. We are also here to help you every step of the way. Whether you need guidance and wisdom, or just need to chat. Because, yes, we’re here to help you manage your money and plan for the future. But more than anything, we’re here to serve.

We take this personally.

At Cardinal Asset Advisory, it’s really not about numbers and spreadsheets. It’s about people. About clients who have hopes and dreams for the future. And the Cardinal team that wants to help them achieve those dreams. When you work with us, you’ll realize how personally we take this, and you’ll reap the benefits.

Pat Brown

Financial Advisor

(205) 892-1586

pbrown@cardinalaa.com

Meet Pat Brown, a seasoned financial advisor with over four decades of invaluable experience. More than just a numbers guy, Pat is renowned for his unwavering dedication to serving and empowering his clients.

Chris Rogers

Practice Manager

(205) 858-1067

crogers@rfgadvisory.com

Chris graduated from Auburn and began his financial career with Merrill Lynch in 2010. Chris has worked at Merrill Lynch, Fidelity Investments and Ameriprise Financial prior to starting with RFG Advisory.

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