Clearstead is committed to inclusive excellence in its dealings with clients, partners, employees, community organizations, and vendors. Inclusive excellence is an institutional priority for Clearstead and is the result of using the diverse experiences and backgrounds of our employees to achieve the mission of our firm and meet client objectives.

We are experiencing great success in our diversity and inclusion efforts!  Since 2016, Clearstead has:

  • Doubled female board representation
  • Tripled the number of female partners
  • Increased minority employees by 60%
  • Provided Unconscious Bias training to all employees
  • Continues to support and nurture the EmpowHER initiative

Our Core Values

Clearstead is committed to incorporate diversity and inclusion values into all aspects of our work, including communications, workplace environment, vendor selection, hiring, training, education, mentoring, promotion and retention

We appreciate and value ideas that come from a diverse work environment and want to bring diversity of thought, experience and expertise to everything we do

We believe that an inclusive work environment provides an atmosphere that allows all individuals to attain their greatest potential and achieve the greatest benefits for our clients

We believe that by having a diverse and inclusive work environment, we can achieve better outcomes for our firm and our clients

Our Diversity and Inclusion Council (“D&I Council”) is employee-led and tasked with identifying opportunities for inclusion, educating employees regarding diversity awareness, and overseeing all corporate policy as it relates to diversity and inclusion.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114