Adam T. Clare
Planning Associate, Private Client Group
Adam joined the Clearstead Private Client Group in 2020. As a 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 is currently pursuing the CPA certification.
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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
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Suite 700 | Cleveland, Ohio 44114