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.
Among the things we're grateful for this November -- and throughout the year: the University of Colorado's Helen and Arthur E. Johnson Depression Center, which helps people with depression and mood disorders through clinical care, research and the delivery of...
Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of a particular economic cycle, market indicators can help explain how the market is behaving, and sentiment indicators can shed...
Cardan Senior Portfolio Analyst David Fox recently traveled to Austin, Texas, to accept an 'RIA Future 50' presented by Citywire USA, a provider of news and information for professional investors. In Citywire's words, RIA Future 50 firms "represent a group of finance...
One of the best strategies to save for medical expenses during retirement is putting money into a Health Savings Account (HSA). Many people are aware of the Flexible Spending Account into which they can make tax-deductible contributions on a use-it-or-lose it basis...
In 2018, the U.S. business sector recorded 571 data breaches, the largest number ever recorded, according to the National Initiative for Cybersecurity Careers and Studies, a program of the U.S. Department of Homeland Security. Because cybersecurity requires the...
President Donald Trump on January 22, 2018, first enacted tariffs on washing machines and solar cell manufacturers — the first volley in a trade war that now spans almost two years. In that time — 624 days later and up to October 8, 2019, to be exact — the Dow Jones...
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.