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Diverse Solutions for Diverse Financial Needs

No two people or organizations are the same, and neither are their financial needs and goals.

  • Executives, individuals and families need comprehensive wealth management.
  • HR professionals want to validate that their compensation, benefit and retirement plans are providing maximum value.
  • Companies and their boards want to ease the financial stress of employees, help their executives simplify their personal financial management, and mitigate fiduciary risk.
  • Nonprofits need help administering their finances in a manner that supports their mission.

Explore Our Services

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:

  • Truly independent, providing objective recommendations
  • Fiduciaries, acting solely in your best interest
  • Industry-leading experts, representing all areas of financial management
  • Your dedicated, trusted partner, helping coordinate and execute your plan for the long-term

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

Personal Finance Overload

Back to Basics Webinar Series

Planting the seeds for a healthy financial life

Join us at 4 p.m. (ET) every Wednesday in September to learn fundamental tips for building a strong foundation for your personal finances.

September 16Investments: Understanding the relationship between risk and reward
September 23Estate Planning: More than just a will
September 30Intro to Philanthropy: Making a difference in your community

 

SAVE YOUR SEAT

Missed one of our earlier sessions on financial literacy, financial planning, and taxes? Watch a replay.

How We Serve You

Our goal is to help you achieve yours.

Fiercely Independent. Working Strictly For Our Clients.

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 . . .

  • Serving our clients, our community, and our colleagues
  • Keeping your goals and investments aligned in an ever-changing world
  • Asking the tough questions
  • Pausing to listen
  • Doing the right thing, every time
Cerity Partners Team

A Collaborative Team Focused On You

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:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants

Meet the people invested in your success

A National Firm With Personalized Service

We’re proud to help people, businesses and nonprofits across the country. Contact us to find an advisor near you.

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