Balanced investing
Comprehensive view
True fiduciary
Personalized planning
WHO WE ARE
Cardan Capital Partners is an independent wealth advisory firm providing comprehensive wealth management and financial guidance.
Our mission is to provide you with the optimal path to grow your wealth and to plan the best ways to retain and ultimately transfer your assets. We accomplish this by creating and implementing strategies that are tailored to your unique goals. We also coordinate with your other advisors — including attorneys, accountants and family office practitioners — to ensure that our collective advice is fully integrated.
OUR PROCESS
Your Personal Chief Financial Officer
We act as our clients’ “Personal CFO,” providing ongoing consultation and advice.
Comprehensive Financial Planning
We employ a disciplined approach to learning our clients’ full financial situation – from both sides of their current balance sheet to their expectations for the future.
Our Investment Philosophy
Our client-centric perspective drives everything we recommend — from individual investments to personalized asset allocation.
NEWS
The Helm Q2 2021 – Calm waters
Economic Backdrop The positive trends seen in the first quarter for the overall economy carried forward into second quarter of 2021. The Conference Board’s monthly Leading Economic Index (LEI) continued to trend up. This index is comprised of 10 economic components...
Update: The Insiders’ View of the Biden Tax Proposals
As discussed in our January 12, 2021 article, “The Biden Tax Plan – Highlights,” President Joe Biden’s campaign platform included proposed tax changes which would negatively impact high net worth taxpayers. Now that some time has passed since the election and...
Marti Awad Receives Invest in Others Catalyst Award
Cardan Capital Partners is excited to announce that Marti Awad has earned honorable mention for the Invest in Others Catalyst Award for her charitable work with University Preparatory Schools in Denver. Invest in Others is a 501(c)(3) nonprofit dedicated to...
10 Common Medicare Mistakes
Clients often ask us for help with Medicare planning. The rules can be confusing, and making assumptions can be costly. Cardan Capital Partners Co-Founding Partner Marti Awad recently teamed with Carol Janz Booth of Group Insurance Analysts Inc., to share some common...
Labor & Productivity
A fascinating chart has been making its way through the Twitter financial sphere this past week that shows the total number of employees to total revenues of the S&P 500 throughout time. In 1986, it took 8 employees to generate $1 million in revenue. Today, the...
So What Exactly is Cryptocurrency?
Cardan summer interns, Jessie DeGroff and Phillip Wildes, explore the up and coming world of blockchain and cryptocurrency. During the past few years, cryptocurrency has increasingly been at the forefront of the news. It has gained much exposure and popularity...
CARDAN IN THE NEWS
Some of the world’s top news organizations have turned to Cardan Capital Partners for insight and perspective.
CARDAN IN COMMUNITY
We at Cardan Capital Partners believe strongly in giving back to the communities where our clients and employees live and work. We support local and national nonprofit organizations through time, talent and treasure. We invite you to learn more about our volunteer efforts, both individual and as a team.
Contact Us
We are here to help you. Please fill in the form or give us a call to get a quick consultation now.
Phone: (720) 799-8820