Adam T. Clare, CPA, CFP®
Senior Planning Associate, Private Client Group
Adam joined the Clearstead Private Client Group in 2020. As a Senior Planning Associate, Adam provides analytical support for tax, financial planning, and investment management services for Clearstead clients.
Prior to joining Clearstead, Adam worked at a local family office firm, providing financial and tax services to high net worth clients. Adam earned his BA in Accounting from Lake Erie College in 2017. He holds the CPA and CFP® designations.
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
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