Dylan J. Stewart,

Wealth Advisor

Team member since 2021

Dylan Stewart, CFP®, CPA, serves as a Wealth Advisor at Kaydan Wealth Management, offering comprehensive wealth management and guiding clients through the Evolutionary Wealth Process. As a member of the Investment Policy Committee and collaborator with Senior Wealth Advisors, he plays a pivotal role in shaping and maintaining client financial strategies.

“I love helping clients feel safe and secure by helping them achieve their financial goals and dreams.”

Dylan J. Stewart - Young Picture

Do you have a motto that you live by? If so, what is it?

The Platinum Rule: Treat others the way THEY want to be treated.

What’s your favorite book and why? 

The Slight Edge by Jeff Olsen.  It teaches the value of compounding efforts over time to change a person’s life.

What is a fun fact about you?

I am a landowner in Scotland and therefore a titled Lord.

What’s your hidden talent?

I can solve the Rubik’s Cube.

What’s your favorite quote?

“Be the change you wish to see in the world.”  – Gandhi



Dylan Stewart, CFP®, CPA Form ADV Part 2B

Unlock Exclusive
Financial Insights

Skip to content