About Aurdan Capital
Our purpose is to empower our clients to achieve their goals and to secure their financial futures through comprehensive advice, wealth planning and investment management services.Our Difference
- Independent, Employee-Owned
- Trusted Fiduciary Partner
- Client Centric Solutions
- Access to Experienced Team
- Open Architecture Investment Platform
- Comprehensive Wealth Planning
Our
Services
Who We Serve
Our clients typically possess a level of financial complexity that necessitates personalized and comprehensive wealth management solutions.

Individuals & Families
- Comprehensive Wealth Planning
- Investment Advice & Management
- Philanthropic Guidance & Planning
- Collaboration with Tax & Legal Advisors
- Fiduciary Trust Services

Business Owners
- Business Succession Planning
- Investment Advice & Management
Lending Solutions
- Collaboration with Tax & Legal Advisors

Endowments, Foundations & Nonprofits
Discretionary Investment Management
- Strategic Advisory Services
- Policy Development & Oversight
- Customized Reporting
Board & Staff Education
Our Wealth Planning Process
Discover
In-depth fact finding
- Understand full financial picture
- Prioritize your goals & objectives
Organize
- Consolidate information & reporting
- Build your personal online financial dashboard
- Construct & monitor family balance sheet
Implement
- Execute any recommended changes
- Construct customized investment plan
- Revisit plan action items and monitor progress
Develop
- Design comprehensive wealth plan
- Create detailed cash flow statement
- Employ goals-based scenario analysis
