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
2021 Looking Ahead
As the calendar has turned to a new year, COVID-19 is still very much with us, although the light at the end of the tunnel seems ever closer as vaccines roll out. Variant strands of the virus aside, the market appears to be carrying the momentum from Q4 2020 into the...
Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork
We recommend this page turning account of the improbable meteoric rise and ultimate fall of WeWork and its CEO, Adam Neumann. Focused more on selling a vision than producing results, Neumann uses his prodigious personal charisma to raise billions from private...
The Biden Tax Plan – Highlights
President Elect Joe Biden’s campaign platform includes proposed tax changes which could negatively impact high net worth taxpayers. With wins by the Democrats in the two Georgia Senate runoff elections, it is now more likely some of the proposals may pass. Of course,...
Collecting Social Security Benefits if You Are Divorced
Cardan Founding Partner and Certified Divorce Financial Analyst® (“CDFA”) Sarah Keys, explores collecting social security benefits if your are divorced. Women face many challenges when it comes to financial well-being later in life. During their working years, not...
Euphoria and Stress
As we all look forward to wrapping up one of the longest years of our lives, 2020 is ending on a note that few could have seen coming. Nine months ago, the markets were plumbing the depths of despair and now, by many measures of stock market sentiment, the US markets...
Financial Literacy – Pillars 1 and 2 – Budgeting and Saving – Developing These Skills in Our Children
Welcome to the second part of our series on financial literacy. In this article we are going to take a deeper dive into the first 2 pillars of financial literacy: budgeting and saving. By educating our children and younger generation on the importance of these pillars...
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