Adam T. Clare, CPA, CFP®
Adam joined Clearstead’s Private Client Services in 2020. As a Supervisor, 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.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114