Welcome to Cerity Partners. Our name is a modification of the word sincerity, which encapsulates our character and the experience our clients receive. We look forward to working with you.
No two people or organizations are the same, and neither are their financial needs and goals.
With Cerity Partners, you receive personal service and advice tailored to your specific goals and circumstances.
When you partner with us, you work with a team of advisors who are:
Welcome to Cerity Partners. Our name is a modification of the word sincerity, which encapsulates our character and the experience our clients receive. We look forward to working with you.
Kurt Miscinski
Founder, CEO & President
Our planning, tax, investment, and retirement specialists provide practical, real-world answers to today’s pressing financial questions. Find the information that matters to you.
Our company ethos is one of independence and personal service. It’s the core of who we are and why we do what we do. Receiving financial advice driven by your goals – not investment products – leads to better outcomes for you.
We believe in . . .
Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations. Our team includes:
We’re proud to help people, businesses and nonprofits across the country. Contact us to find an advisor near you.