Financial Management for
Individuals, Families, and Corporations
Experience a better approach to financial service, built on trust and transparency
Explore objective financial advice driven by your unique goals.
Whether you’re a leader, an owner of a successful business, a head of total rewards for a company, or a member of the finance committee of a non-profit organization, our planning, tax, investment, and retirement plan specialists provide practical, real-world answers to today’s pressing financial questions.
Explore objective financial advice driven by your unique goals.
Whether you’re a leader, an owner of a successful business, a head of total rewards for a company, or a member of the finance committee of a non-profit organization, our planning, tax, investment, and retirement plan specialists provide practical, real-world answers to today’s pressing financial questions.
The Cerity Partners Client Experience
Discover solutions you’ll never outgrow, a broad and deep bench of specialists, and the relationship integrity you deserve.
Discover Cerity Partners. Diverse solutions for diverse financial needs. One-on-one support and objective advice for every aspect of your financial life.
Individuals & Families
- Individuals & Families
- Corporations
- Nonprofit Organizations
Wealth Management
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Estate & Gift Planning
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Financial Planning
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Insurance Planning & Risk Management
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
Tax Planning & Preparation
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Marital Financial Planning
Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.
Cross-Border Financial Planning
Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.
Business Owner Advisory
We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
Trust Services
Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who have a fiduciary duty of care and loyalty to our clients.
Women’s Wealth
Cerity Partners advisors provide comprehensive wealth management tailored to women’s distinct financial needs.
Business Owner Financial Planning
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.
Practice Owner Financial Planning
Specialized planning advice for owners of medical, dental, legal, and other professional service firms.
CFO & Accounting Services
A partner in helping you determine strategic business decisions, streamline costs, and solve problems.
Family Office
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.
Beneficiary Financial Counseling
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Executive Financial Counseling
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Executive Financial Counseling for Individuals & Families
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Financial Wellness Coaching
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
Retirement Plan Consulting
Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.
Defined Benefit Plans
Our retirement plan consultants understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.
Defined Contribution Services
With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.
Nonqualified Plan Management
We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.
The Cerity Partners Pooled Employer Plan
A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.
Employee Stock Ownership Plans
Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.
Corporate Venture Capital for Corporations
We’ve combined the best of corporate and institutional venture capital to create a unique venture capital offering. Our team, with extensive venture capital industry expertise and corporate development skills, is dedicated to providing world-class strategy insights that help corporations adapt to the rapid pace of change.
Corporate Venture Capital for Entrepreneurs & Investors
Startups endure constant pressure from well-funded competitors. Corporate venture investors can help differentiate your company by providing a brand halo, technical expertise, supply chain agreements, distribution or marketing assistance, and even good old-fashioned customer revenue.
Financial Administration
Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.
Investment Consulting Services
Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.
Outsourced Chief Investment Office
Developing the internal investment expertise and infrastructure needed to balance your short-term operating needs and long-term funding is a complicated and time-consuming process. Our OCIO solution provides a more cost-effective and efficient way to achieve this balance.
Investment Advisory for Nonprofit Organizations
Impactful advice and extensive oversight for foundations, endowments, and charities.
