WE ARE YOUR FINANCIAL ADVOCATE
Strategically led by partners Dan Clendenin and Doug Stewart, the Clendenin-Stewart team manages over $1 Billion* on behalf of their clients. The team specializes in comprehensive financial planning for clients on topics such as retirement, cash flow analysis, estate and legacy planning, institutional-caliber investment solutions, company purchases and sales, real estate acquisition and divestment, sophisticated charitable gifting strategies, and much more.
Designed with an eye toward providing the expertise Dan and Doug wanted for their own families and friends, the Clendenin-Stewart team strives to drive immense value for clients through their uniquely holistic financial planning process, paired with exemplary service and cutting-edge technology. The team is also committed to giving back to the community and various important causes; annually combined, the team donates funds and countless hours of volunteer time to over 15 different regional non-profit organizations.
Cary Street Partners is a leading independent financial services firm offering comprehensive wealth management services including investments, planning, and financial advice. Cary Street Partners financial advisors serve individuals, families, and institutions, operating in 18 offices across seven states.
*across all channels
OUR MISSION
We aim to provide a higher standard for our clients and our colleagues by supporting true independence of thought and always putting the client at the center of everything we do.
