Cerity Partners is a national wealth management and investment advisory firm that delivers comprehensive financial advice and oversight to high-net-worth individuals, families, businesses, and nonprofit organizations. Founded in 2009 with a mission to positively impact the financial well-being of clients through objective advice, the firm has grown to become one of the premier investment advisers in the country. Cerity Partners brings together all the experts necessary to address the various facets of a client's financial life, including attorneys, tax advisors, financial planners, and investment professionals.
What sets Cerity Partners apart is their holistic approach that extends well beyond investments. Their comprehensive oversight and fiduciary duties cover wealth management, tax planning and preparation, estate and gift planning, business owner advisory services, corporate retirement plan consulting, and workplace solutions. With multiple offices across the United States and a team of experienced professionals, Cerity Partners combines deep expertise with a client-first advisory model. The firm's private partnership structure and commitment to excellence have made it a desired home for talented financial advisors who seek to serve clients with integrity and transparency.