Cardan Capital Partners is a team of independent financial advisors who are committed to helping people live well by showing them ways to increase, retain and share their wealth. We work alongside our clients to develop financial plans we manage on their behalf and with their unique goals and needs always at the forefront of our consideration.
We have no agenda other than taking care of our clients as best we can. We seek to help them have a clear view of their financial realities and aspirations. We regularly coordinate with their other advisors — including attorneys, accountants and family office practitioners — to help ensure our advice is holistic and integrated with our clients’ life plans.
Cardan is an independent wealth management and investment advisory firm precisely because we recognize that traditional firms often must answer to their shareholders, whose needs are not fully aligned with those of their clients. Cardan is not tied to a single provider. We tap into the widest scope of resources available to provide our clients highly focused and personalized investment strategies and financial solutions.
The Cardan Difference
We serve clients across a lifecycle of needs, circumstances, preferences and priorities.
We create a personalized financial strategy designed specifically to achieve your objectives, by blending highly customized advice with our dynamic approach to asset management.
We work closely with your other trusted advisors, ensuring an integration of the recommendations you receive and an ideal balance among all aspects of your financial life.
We continually strive for excellence by embracing the most progressive trends in the financial services industry, taking advantage of new opportunities on your behalf.
We offer an independent, unbiased approach that places your needs at the center of everything we do.
From our reporting to our communications to our in-person meetings, we present our recommendations and reports on your holdings with total clarity, ensuring your full understanding of your financial picture.
A Balanced Approach to Wealth Management
Many scientific and navigational instruments use gyroscopes. These include compasses, autopilots on airplanes, missile and spacecraft guidance systems, the devices that steer torpedoes, and the equipment that keeps aircraft carriers from being rolled by waves.
The gyroscope consists of a central wheel that is mounted in a framework of rings. These rings are called gimbals. Gimbals are devices that suspend the wheel but allow it to move freely.
This gimbal suspension is sometimes referred to as a Cardan suspension, after Gerolamo Cardano, an Italian mathematician and physicist who first described the workings of a gimbal in detail.
This age-old technology – found in everything from a pocket compass to a spacecraft – represents precisely what Cardan seeks to achieve for our clients: stability and balance in any economic environment.
Committed to offering best-in-class solutions and superior client service, we focus with singular vision on our clients, their needs and addressing them in the best manner possible. We ground our practice in the values we — and our clients — prize: innovation, competition, transparency. Genuinely vested in our clients’ success, we proudly assume a strict legal fiduciary duty to place the interests of our clients and their families above all else. Derived from the Latin word fiduciary meaning “trust,” a fiduciary duty is the highest standard of care, highlighted by good faith, loyalty, trust and transparency.
We have years of experience working with a wide variety of affluent clients, including:
Our highly credentialed advisory team includes our four founding partners, who have the knowledge, experience and talents to support our clients with a deep array of skillsets.