Comprehensive Financial Management

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.

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

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 16	Investments: Understanding the relationship between risk and reward
September 23	Estate Planning: More than just a will
September 30	Intro 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.

Individuals & Families

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.

Human Resource Teams

You’ve invested time and resources to design attractive compensation, benefit, and retirement plans for your organization. Our executive financial counseling, financial wellness coaching and retirement plan solutions help employees maximize the value of these plans for their current and future financial well-being.

Executives

Time is a precious commodity for busy executives. We work with you to simplify your financial life, efficiently bridging your compensation plans with your personal assets for maximum benefit. Think of us as your personal CFO.

Business Owners

Preparation and maximizing enterprise value are essential when evaluating your future and the future of your business. We work with you to plan a smooth transition, both personally and professionally.

Nonprofits, Foundations, & Endowments

The success of your mission depends on the preservation and growth of your organization’s financial resources. With our extensive financial oversight, you can confidently perform your noble work today and for years to come.

Board of Directors and Plan Sponsors

One of your key objectives is to maximize outcomes while minimizing risk. We can help you achieve both by serving as your outsourced CIO, designing modern retirement plans, and providing executive financial counseling.

Comprehensive Financial Planning and Consulting Insights

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.

Tax17 Sep 2020

Tax Policies of Presidential Candidates

A high-level overview of the proposed tax polices of the presidential candidates that could affect individual taxpayers.

News15 Sep 2020

Cerity Partners Recognized as One of Barron’s 2020 Top Independent Advisors

Cerity Partners ranked #23 on Barron’s 2020 Top 100 RIA Firms.

Thought Leadership14 Sep 2020

Election 2020: Potential Market Implications

A high-level look at the potentially market-moving policy initiatives of the major presidential candidates and the bipartisan initiatives that are likely to be enacted under...

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

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