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
Reversal of Fortunes?
Right on schedule, November continued 2020’s legacy of rapid market moves. News of a vaccine from Pfizer and BioNTech was quickly met by a sharp move higher in value and cyclical stocks and a steep selloff in the “work from home” stocks that had been in favor the...
Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice
Red Notice is nonfiction page turner written by Bill Browder, an American-born British financier turned political activist who founded Hermitage Capital Management, the first significant foreign investor in Russia after the breakup of the Soviet Union. In an account...
The Helm Q3 2020: The Series Finale?
After all the twists and turns so far in 2020, the markets enter the final quarter of the year still working through several potential scenarios, including: President Trump maintaining office or a new administration and policies, a “Blue Wave” outcome, a contested...
Be Aware of Current Cybersecurity Scams – October is Cybersecurity Awareness Month
Technology allows us to be connected in every aspect of our life. From computers and smartphones to cars, homes, and televisions. We shop online, communicate online, and pay bills online. With this added convenience comes an increased level of risk to identity...
Get the biggest bang for your buck with your Medicare Part D drug plan
What upcoming Medigap changes could mean for some Medicare recipients including Colorado’s Section 5 Special Election Period
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