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 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, reviewed by summer intern William "Mac" Lyons: The Little Book of Behavioral...
The second quarter of 2019, as seems to be the case with most quarters of the last few years, saw its share of volatility and contradictory data points. For stocks, the worst May in almost a decade was followed by the best June in about 50 years. Any negative data...
Clients often ask us for help with planning for health coverage in retirement. 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...
Capital One Financial Corp. announced Monday that personal and financial information belonging to about 106 million of its customers in the United States and Canada has been compromised. The U.S. Department of Justice is calling it one of the biggest data breaches...
The Denver Business Journal has named Cardan Capital Partners co-founding partner Marti Awad a finalist for the 2019 Outstanding Women in Business Award, Small Business Leader category. "I am grateful to be included among these incredible female honorees past and...
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 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.