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.
The Federal Reserve today announced its decision to proceed with a December rate hike of the federal funds rate. This is the fourth rate hike in 2018 and the ninth since the Fed started raising rates in 2015, each time with an increase of a quarter-percentage point...
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: Thinking, Fast and Slow by Daniel Kahneman This award-winning book from 2011 is...
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: Educated: A Memoir by Tara Westover Heavy — but compelling — reading alert:...
Global stock markets dropped sharply today with the Dow, S&P 500 and NASDAQ each falling more than 3%. The catalysts appear to have been concerns over the truce in the trade war between the United States and China, uncertainty over the outcome of Brexit, and an...
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel If past declines look like opportunities and future declines look like risk, declines lived in real-time are trials of patience and fortitude. The uncertainty around...
Cardan Capital Partners is committed to making our community a better place to live and work — and we’re inspired by all of the great things we see happening at University Preparatory Schools, a high-performing public charter school network with two campuses in Near...
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.