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
Danby Minor Joins Cardan’s Client Service Team
Cardan Capital Partners is pleased to announce that Danby Minor has joined our team as Senior Client Associate. She will support client relationship management, account services, and daily operations. Danby has over a decade of experience working in independent wealth...
The longest year . . .
As we continue to lurch along the roller coaster ride that is the year 2020, you may be feeling like this is the longest year on record. Days morph into weeks and weeks into months. One year feels like three. We have now charted 118 days of unrelenting market...
College Refunds & Your 529
With the cancellation of in-person classes and the closing of dorms as a result of the COVID-19 pandemic, a number of colleges and universities have provided partial rebates/refunds for tuition and other costs like room and board. Many of these costs had been covered...
Defend yourself from increased cyber fraud in the current environment
As the public's demand for information about the pandemic remains high, criminals are seeking to take advantage, turning common information searches into information theft. Be aware of the latest activities and make sure you are implementing additional precautions to...
Sarah Keys now a Certified Divorce Financial Analyst®
Cardan Capital Partners is pleased to announce that Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
Cardan salutes Covid 19 volunteer Dr. Katie Bakes, sister of Cardan Capital Partner Marti Awad
We are so proud of Dr. Katie Bakes (pictured at left) sister to Cardan Capital Partner Marti Awad and member of our extended family. Last month she took a leave from Denver Health Hospital to treat Covid 19 patients at the Jaboc Javits Center in NYC. "It was a...
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