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.
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...
Questions to ask when making decisions during Medicare Annual Enrollment (AEP) October 15- December 7th
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 tips to...
As 2020 grinds on, the 2009 analog for the US stock market remains intact. The chart below shows the market bottom and subsequent recovery of the S&P 500 during the 2008/2009 Financial Crisis and aftermath (blue line) and the 2020 Covid Crisis still in process...
In response to the Coronavirus pandemic, changes have been made to Medicare coverage to enhance access and reduced costs. Cardan Capital Partners Co-Founding Partner Marti Awad and Carol Janz Booth of Group Insurance Analysts Inc., share some tips related to the...
From New York Times bestselling author Erik Larson, this nonfiction page turner recounts the dramatic events surrounding Hitler’s twelve month bombing campaign of England during WWII (the “Blitz”) and the inspiring and courageous leadership by England’s new prime...
With mortgage rates at historic lows, now may be a good time to consider refinancing your mortgage. Just a small interest rate reduction could translate into valuable potential savings over the term of your loan. Remember to consider closing costs (e.g., title...
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.
We are here to help you. Please fill in the form or give us a call to get a quick consultation now.
Phone: (720) 799-8820