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 wealth management firms in the United States, providing comprehensive, customized financial solutions to individuals, families, businesses, and nonprofit organizations.
Since its founding, the firm has been dedicated to helping clients achieve clarity, confidence, and long-term financial success through objective, fiduciary advice.
Cerity Partners delivers a full suite of wealth management services, including financial planning, investment management, estate and tax planning, tax preparation, executive financial counseling, and retirement plan consulting.
Every strategy is tailored to each client’s unique goals, ensuring holistic and enduring financial well-being.
CERITY PARTNERS SERVICES
Wealth Management – Cerity Partners provides integrated financial planning solutions designed to grow, protect, and preserve wealth across generations.
Investment Solutions – With a disciplined and goal-oriented investment strategy, Cerity Partners structures portfolios to adapt to changing market and economic conditions, helping clients pursue sustainable, long-term returns.
Estate & Gift Planning – Drawing on deep expertise in estate, trust, gift, and tax law, the firm offers tailored recommendations that align with your legacy goals and ensure a smooth transfer of wealth to future generations.
Retirement Plan Advisory – Cerity Partners helps organizations design and manage comprehensive retirement plans that align with business objectives and provide employees with the tools to build secure financial futures.
Financial Administration – Behind the scenes, the firm’s specialists handle the complex financial and administrative tasks necessary to sustain your vision, ensuring your financial infrastructure remains strong for generations to come.
Investment Consulting – Cerity Partners develops and implements custom investment strategies that align with your mission, long-term objectives, and liquidity needs, helping generate consistent income to support your initiatives and goals.