Financial Management for Individuals, Businesses, and Nonprofits

Experience a better approach to financial service, built on trust and transparency

Request an Introduction

Erica Cameron

Partner

Behavioral Finance

Seven Easy Steps to an Effective Year-End Review of Your Family Finances 

As autumn brings renewed focus, it's the ideal season to evaluate and optimize your family's finances. Whether it's realigning financial goals, scrutinizing tax implications, or maximizing your legacy's impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

Mariella Foley

Partner

Strategic Planning

Navigating the Fiduciary Relationship

Mariella Foley, Partner

Shannon Jenkins and Rashelle Salimi

Business Owner Advisory

Small Business Owners: An Agile Approach to Successful Cash Management

Shannon Jenkins and Rashelle Salimi

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

Weekly Investment Perspectives

Ben Pace, Christian Thwaites and James Lebenthal

Richard Long

Senior Principal

Financial Planning

Retirement Plan Considerations for the Self-Employed

Richard Long, Senior Principal

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.

Aram Schotts

Principal

Financial Planning

Rollover Decisions

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer's plan, or rolling them into an IRA.

Discover Cerity Partners. Diverse solutions for diverse financial needs. One-on-one support and objective advice for every aspect of your financial life.

Service Tabs
Individuals & Families
  • Individuals & Families
  • Workplace Solutions
  • 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 commitment to your future. It's a way to grow and preserve what you've earned. Our disciplined and goal-centric investment approach helps ensure your portfolio is positioned to withstand changing market and economic conditions.

Estate & Gift Planning 

Our advanced estate planning and wealth preservation solutions help you achieve your goals while mitigating tax liabilities. Recommendations are tailored to your unique situation and reflect our expansive knowledge of estate, trust, gift, and tax laws.

Financial Planning 

Successfully navigating the financial challenges that come with wealth involves planning, relevant advice, and an advisor who’s not afraid to say "no" when you ask, “can I afford this?” Cerity Partners does all three.

Insurance Planning & Risk Management 

Protect the life you and your family have worked so hard to build. We help you understand your current level of risk exposure and offer personalized solutions that seek to protect the 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 

We’re here to help you create a comprehensive financial plan that reflects your shared vision. In the unfortunate event your marriage dissolves, we also provide divorce financial consulting.

Cross-Border Financial Planning 

Just because your professional life is spread across different regions of the world 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.

Family Office 

Our family office services span the spectrum from full financial management to helping you establish and coordinate your own family office. Whatever level of support you need, we can help.

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 as a Corporate Benefit 

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 

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.

Retirement Plan Advisory 

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 advisors 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.

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.

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.

We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Head of Practice & Business Analytics

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner

Peter Martin

Partner

Jillian Laughlin

Associate

Rita Lee

Partner

Richard Long

Senior Principal

Lauren Desforge

Partner

Claire O’Keefe

Partner & Head of Partner Development

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Head of Practice & Business Analytics

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner

Peter Martin

Partner

Jillian Laughlin

Associate

Rita Lee

Partner

Richard Long

Senior Principal

Lauren Desforge

Partner

Claire O’Keefe

Partner & Head of Partner Development

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
Meet the Team See Careers

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of James Izard II

James Izard II

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.