Cerity Partners
Cerity Partners offers comprehensive wealth management services, including financial planning, investment solutions, and estate planning, with offices in multiple states and recognition on Barron’s 2023 Top RIA List.
Services
Cerity Partners offers a wide range of wealth management services. These include financial planning for individuals and families, investment solutions, and estate and gift planning. The company also provides specialized insurance planning and risk management, tax planning and preparation services, and marital financial planning. Additional services encompass cross-border financial planning, trust services, and business owner advisory services. They also offer practice owner financial planning, CFO and accounting services, and family office services.
Executive and Beneficiary Financial Counseling
Cerity Partners provides executive financial counseling as a corporate benefit. This service is also available for individuals and families. Additionally, they offer beneficiary financial counseling to help clients manage inherited wealth effectively. These services aim to provide personalized financial advice to executives, beneficiaries, and their families.
Retirement and Defined Benefit Plans
The company specializes in retirement plan advisory services, defined benefit plans, and defined contribution services. Cerity Partners also offers nonqualified plan management and pooled employer plans. These services are designed to help clients efficiently manage their retirement plans and ensure long-term financial security.
Nonprofit Financial Services
Cerity Partners provides financial administration services and investment consulting services for nonprofit organizations. They also offer outsourced chief investment office services. These services aim to support nonprofits in managing their finances effectively, allowing them to focus on their core missions.
Locations
Cerity Partners has offices in multiple states including California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, and Wyoming. Their broad geographic presence allows them to provide comprehensive financial services across the United States.