Navigation of calm and rough markets
Creation and coordination of your network of specialty advisors
Commitment to the highest standard of care, trust and loyalty
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.
I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P panel...
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: Americans’ financial literacy has dropped for years. Check out this infographic...
Cardan Capital Partners is pleased to welcome Metropolitan State University of Denver’s (MSU) new president, Janine Davidson, who is being inaugurated with a week of special events Sept. 4-7. Cardan co-founding partner Marti Awad helped plan the festivities and...
As Financial Planning magazine reports this month, financial advisory services face a "growing problem in a male-dominated, aging profession that traditionally has required newcomers to devote themselves to building a client roster but now finds itself needing to...
Cardan Founding Partner Marti Awad appeared on a powerhouse panel of women who discussed the rewards and challenges of working in male-dominated industries. The Aug. 2 event in Denver was sponsored by RISE Collaborative Workspace, a provider of female-focused business...
The Wall Street Journal recently asked to speak with me for a report about the steps parents can take to help their children understand the value of money and achieve financial freedom. As the report makes clear, we provide guidance to clients on this subject when...
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 both local and national nonprofit organizations through time, talent and treasure. In addition to our volunteer efforts both individual and as a team, we have recently made financial donations to the following organizations:
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