Cerity Partners
Cerity Partners is a leading independent wealth management and financial advisory firm dedicated to serving high-net-worth individuals, families, business owners, and nonprofit organizations. Founded in 2009, the firm delivers comprehensive financial planning and investment management services designed to meet the complex and evolving needs of its clients. With a commitment to personalized guidance and fiduciary advice, Cerity Partners provides holistic wealth management solutions, including investment strategy, tax planning, estate planning, and retirement planning, to help clients achieve long-term financial success and peace of mind.
Associated People
2022 - present
2017 - present
2009 - present
2022 - 2023
ABOUT CERITY PARTNERS
Cerity Partners is one of the largest independent registered investment advisors and wealth management firms in the United States.
Founded on a pure fiduciary model, the firm delivers customized financial advice, wealth planning, and institutional consulting to high-net-worth individuals, family offices, business owners, corporations, and nonprofit institutions.
By combining investment management with specialized tax planning, estate architecture, executive financial counseling, and corporate plan consulting, the firm provides clients with a unified wealth platform designed to protect and compound capital across generations.
CORE ADVISORY SERVICES & SOLUTIONS
Comprehensive Wealth Management: Combines multi-generational financial planning with ongoing liability management, wealth preservation structures, and estate transition strategies.
Disciplined Investment Solutions: Implements goal-oriented, risk-adjusted portfolios across public equities, fixed income, alternative investments, and private markets tailored to client liquidity needs.
Estate, Trust, and Gift Planning: Utilizes specialized trust and tax specialists to build wealth transfer frameworks that minimize tax friction and safeguard legacy objectives.
Corporate and Executive Financial Counseling: Provides business leaders and corporate executives with tailored guidance on equity-based compensation, tax compliance, stock option exercise, and business succession.
Retirement Plan Advisory Services: Partners with plan sponsors and corporations to design, benchmark, and manage institutional retirement plans, including 401(k), nonqualified deferred compensation, and defined benefit plans.
Institutional Investment Consulting: Functions as an Outsourced Chief Investment Officer (OCIO) and advisory consultant to endowments, foundations, and nonprofits, managing liquidity, asset allocation, and capital preservation to support organizational missions.
Financial Administration & Family Office Services: Manages complex back-office administrative tasks, consolidated performance reporting, tax return preparation, and bill payment services for ultra-high-net-worth families.