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Clearstead Advisors is a Cleveland-based institutional and private client advisory firm. We advise $23.3 billion for clients in 36 states and internationally. Our approach is to oversee client investments and integrate tax, estate, and financial considerations for private clients and organizational and cultural priorities for institutions. Clearstead was founded in 1986 and today employs almost 80 professionals, of whom 28 are shareholders in the firm.

Calfee has been an invaluable partner in our firm’s growth. Calfee served our predecessor firms, including Hartland & Co., and continues to offer counsel today. We have worked with Calfee partners on business and merger and acquisition matters, regulatory issues, and employment questions. We find Calfee’s counsel to be rigorous and well-considered and have great confidence in the firm.

Clearstead Advisors, LLC, headquartered in Cleveland, Ohio

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