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 Q3 2021 – Between Transitory and Permanent
Economic Backdrop While the overall trend in the economy continues to be positive, the rate of growth is slowing. The Conference Board’s monthly Leading Economic Index (LEI) continued to trend higher in the third quarter, although the year-over-year percentage change...
“An Ounce of Prevention is Worth a Pound of Cure”
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 tips to...
Cardan – proud sponsor for the Girls Scouts of Colorado 2021 Women of Distinction awards event
Cardan Capital Partners was proud to be the Entrepreneurship Sponsor for the Girls Scouts of Colorado 2021 Women of Distinction awards event honoring ten of the top women leaders in the Denver community including Dr. Katie Bakes, sister of Founding Partner Marti...
Part D prescription drug coverage : which payment stage are you in?
Historical Insights vs Forecasting
How is one to make sense of the disparate Wall Street market forecasts? At the top end of the range, BMO is predicting a 2021 ending value for the S&P 500 of 4800 – an over 9% increase from today’s price. In contrast, Duetsche Bank’s forecast for the S&P 500...
Deductibility of 529 Contributions in Colorado
Most states that have an income tax provide some sort of state tax deduction for contributions to a 529 college savings plan. Typically the contribution must be made to that state’s 529 plan. So, for example, to take a deduction against Colorado income tax the...
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