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.
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 common...
Cardan Capital Partners is pleased to introduce William “Mac” Lyons, an intern learning the ropes of finance in our offices this summer. Mac, a native of the San Francisco Bay Area, is a rising junior majoring in accounting and finance at the University of Colorado...
If you haven't already, treat yourself to the Denver Art Museum's exhibit "Returning the Gaze," which features almost 30 paintings from Denver-born artist Jordan Casteel, who is now based in New York. The exhibit is on view through Aug. 18. I first toured the exhibit...
It was good fun to meet Isaiah Green, a relationship manager with Citywire, who stopped in recently to talk shop. Mr. Green wrote for Citywire's RIA magazine that he was in Denver to meet with “some of the Mile High City’s top RIAs,” and we’re pleased that he stopped...
Well, here’s a title I’m excited to add to my CV: Lady Badass. I have been bestowed this honor by founders of the #LadyBadassery Project, a wonderful initiative to highlight women leaders worldwide. It started with one woman, personal and corporate coach Joanna Bloor,...
For Chartered Financial Analysts like me, every annual meeting of the CFA Institute is a must-attend event, and the 72nd CFA Institute Annual Conference in London proved to be no exception. This year’s theme: “Disruption: The Reality in Investment Management.” Among...
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.