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 was built with an eye toward providing the services and expertise Dan and Doug wanted for their own families/friends, and specializes in comprehensive financial planning for clients on topics including retirement and cash flow analysis, institutional-caliber investment solutions, company purchases/sales, real estate acquisition/divestment, estate/legacy planning, and sophisticated charitable strategies, among many others. Through their unique financial planning process, paired with cutting-edge technology, the Clendenin-Stewart team strives to drive immense value for the clients they serve. The team is also committed to giving back to their community and donates funds annually to over 15 regional non-profits as well as countless hours of volunteer time.
*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.
