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.
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.
In the midst of the COVID-19 panic and the Federal Reserve's unprecedented and ongoing actions to stabilize markets, bond yields have fallen dramatically. So, is now a good time to refinance your mortgage? Since the start of March, the bond market and rates have been...
In letters to the U.S. Treasury Secretary and IRS Commissioner, the chief executive officer of the nation’s second largest retirement services provider proposed relief measures to help Americans deal with hardships brought on by the global outbreak of the corona virus...
Cardan Capital Partners Co-Founding Partner Marti Awad, center; with three-time Olympic medalist Lauryn Williams, left; and Gloria Neal, Director of Public Affairs for Denver Mayor Michael Hancock Cardan Capital Partners is a proud sponsor of World Denver’s 2020...
Cardan is pleased to announce that Julie Goodrum will be adding to her role at the firm, overseeing Operations in addition to Compliance for Cardan. Julie, our Chief Compliance & Operations Officer, is a Colorado native who joined our team in February 2019. She...
Cardan Capital Partners examines in a monthly series different indicators we believe are relevant to the current environment. Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of...
Increasingly, in our personal and professional lives, we at Cardan Capital Partners are hearing about the challenges people are facing with elderly parents and grandparents. These can be frustrating, heartbreaking and hugely stressful situations further compounded by...
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.