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Dylan C. Gardner

Planning Associate

Dylan joined the Clearstead Private Client Group in 2021. As a Planning Associate, Dylan provides analytical support for high-net-worth clients in all aspects of tax, financial planning, and investment management.

Prior to joining Clearstead, Dylan worked at a national public accounting firm specializing in taxation. Dylan earned his BA in Accounting at the University of Mount Union. Dylan 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.

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.

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1100 Superior Avenue East
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