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 Coronavirus Aid, Relief and Economic Security Act, referred to as the “CARES Act,” aims to help individuals and businesses impacted negatively by COVID-19. There are still many questions that will require further clarification. However, we want to highlight...
This 2020 tax season, there are plenty of changes that could affect 2019 taxes. Here are some highlights to be aware of before the new, July 15 filing deadline Income tax rates and tax brackets For the 2019 tax year, rates are the same, but there are small changes to...
Tax season ushers in new waves of tax-return identity theft. Scammers try get people to give them personal information — especially a Social Security number (SSN) — for all sorts of reasons. Typically, they steal a tax refund, get a job, drain a bank account, run up...
During this time of uncertainty and hardship, Viktor E. Frankl's inspiring call to live a life of meaning is especially powerful. Life usually doesn’t go as expected or planned — and it sometimes takes terrible turns. Many of us face failure, horror, heartbreak and...
In the midst of the COVID-19 panic and the Federal Reserve's unprecedented and ongoing actions to stabilize markets, bond yields have fallen dramatically. So, is now a good time to refinance your mortgage? Since the start of...
In letters to the U.S. Treasury Secretary and IRS Commissioner, the chief executive officer of the nation’s second largest retirement services provider proposed relief measures to help Americans deal with hardships brought on by the global outbreak of the corona virus...
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.