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
Splitting IRAs During a Divorce
Cardan Founding Partner and Certified Divorce Financial Analyst® (“CDFA”) Sarah Keys, explores splitting IRA accounts during a divorce. Outside of the home, retirement accounts are often the biggest asset for many couples. For this reason, they should not be...
The Helm Q1 2021 – A New Year
Economic Backdrop The economy continues to improve from the nadir of the pandemic. The Conference Board’s monthly Leading Economic Index (LEI), composed of 10 economic components whose changes tend to precede changes in the overall economy, continues to improve....
The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win
First of all, let me start by saying that I am not a poker player. I find the game confusing and weirdly stressful. For that reason, I wasn’t sure what to expect of The Biggest Bluff: How I Learned to Pay Attention, Master Myself, and Win by Maria Konnicova. The...
Cardan was a proud sponsor of this year’s WorldDenver International Women’s Day
Cardan Capital Partners was a proud sponsor of this year’s WorldDenver International Women’s Day luncheon on March 8th - a celebration of women’s economic, political and social achievements. The theme this year was Women in National Security, encompassing women...
Pain in the Bond Markets
The Bloomberg Barclays U.S. Aggregate Bond Index, the flagship index for assessing the overall U.S. bond market (think of it as the S&P 500 for bonds), is having one of its worst starts for a calendar year in its history (which dates back to 1976). Indeed, the...
Financial Literacy – Pillar 3 – Investing-Educating Our Children
In this article we are going to take a deeper dive into the third pillar of financial literacy: investing. We will examine the most common investments, understanding risk tolerance and most importantly define what investing is and what it is not. Educating the next...
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