Balanced investing

Navigation of calm and rough markets

Comprehensive view

Creation and coordination of your network of specialty advisors

True fiduciary

Commitment to the highest standard of care, trust and loyalty

Personalized planning

Guidance to grow, retain and give your wealth

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 basics of multi-factor investing

I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P panel...

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 both local and national nonprofit organizations through time, talent and treasure. In addition to our volunteer efforts both individual and as a team, we have recently made financial donations to the following organizations:

Contact Us

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