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 Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
We are so proud of Dr. Katie Bakes (pictured at left) sister to Cardan Capital Partner Marti Awad and member of our extended family. Last month she took a leave from Denver Health Hospital to treat Covid 19 patients at the Jaboc Javits Center in NYC. "It was a...
This NY Times bestselling book follows Nobel Peace Prize Laureates His Holiness the Dalai Lama and Archbishop Desmond Tutu during the unprecedented week they spent together in 2015. These global spiritual icons looked back on...
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the...
Cardan Capital is pleased to announce that David Fox, our Senior Portfolio Analyst, successfully has completed the Chartered Financial Analyst® (“CFA”) program and has earned the right to use the CFA designation. A CFA is a globally-recognized, professional...
“Prediction is very difficult, especially about the future.” ― Niels Bohr When John Bogle, the founder of Vanguard Group, first began in the financial services industry, he received the following advice that resonated with him throughout his career: “Nobody knows...
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.