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.
Cardan Capital Partners is pleased to announce that Senior Portfolio Analyst David Fox has joined both the finance and investment committees for Mi Casa Resource Center, a nonprofit organization committed to advancing family prosperity. The center, grounded with...
A big stock rally kicking off the second quarter, coupled with major first-quarter gains that have ushered indexes to near-record levels (for example, the Dow Jones Industrial Average is within 800 points of its high, and the S&P 500 index landed its biggest...
Cardan Capital Partners is home to avid readers who are happy to recommend good books, news and industry reports, websites and articles — and not just about finance, either. Our latest: Essentialism, The Disciplined Pursuit of Less by Greg McKeown In his engaging and...
The entire Cardan Capital Partners team is pleased to share that co-founding partner Sarah Keys recently completed the Charles Schwab Executive Leadership Program, an exclusive and competitive one-year program designed for management personnel within investment...
Today, less than 20% of financial advisors are women, and the numbers shrink further when narrowed to the highest levels of the profession. Yet more than two decades of professional experience has shown me that we women financial advisors have some innate advantages....
Community service is a core value at Cardan Capital Partners, and our team regularly seeks opportunities to help girls be healthy and productive members of society. So, we're pleased to share that Senior Client Associate Farren Henry has joined the fundraising...
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.