Client Focused

Independent Investment Consulting

Navigating Obscurity to Provide Clarity

We Believe:

you do not have to sacrifice your returns or values to invest successfully and responsibly. A financial partner should strive to make this a possibility, utilizing a fiduciary approach with integrity, transparency, and customization.

Our Story

Having more than 30 years of experience in the investment industry, our team passionately serves institutions, high-net-worth individuals and families, and specializes in servicing socially responsible investors and non-profit organizations.

At Cardea Capital Group all of our focus is on our amazing clientele and we put all our effort into providing the care and service discerning individuals come to expect.