WE ARE YOUR FINANCIAL ADVOCATE
Under the mindful leadership of Dan Clendenin and mentorship of Doug Stewart, the Clendenin-Stewart team manages over $1.4 billion on behalf of their clients. Specializing in comprehensive financial planning, the team addresses a wide range of topics, including retirement, cash flow analysis, estate and legacy planning, institutional-caliber investment solutions, company transactions, real estate acquisition and divestment, sophisticated charitable gifting strategies, and more.
Dan and Doug have built their team on a foundation of authenticity, trust, and transparency. Each member of the Clendenin-Stewart team brings diverse talents to the table, aiming to provide a personal touch in financial planning. We recognize that every client has unique needs, and we work collaboratively as advocates and accountability partners to support you through all stages of life. Our holistic approach considers not just your financial goals but also your family dynamics and personal values, allowing us to craft solutions that are truly tailored to you. We are deeply committed to our clients and community, currently dedicating our time and resources to over 15 nonprofit organizations because we believe in making a positive impact both in and outside of work.
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.
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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.
