Baptist Health

Financial Planning for Baptist Health Employees

Our goal is to help Baptist Health employees and their families find financial clarity. We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. The first step is to understand your Baptist Health benefits and how they should be incorporated into your personalized financial plan.

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Request an Introduction

Baptist Health Benefits Review

Cerity Partners offers Baptist Health employees a no obligation, 30-minute consultation to review your questions regarding the following topics:

Retirement Plans, including Baptist Health 401(k) & 457(b)
Retirement Readiness: Am I on track?
Medical Expense Reimbursement Program (MERP)
HSA and FSA options
Life Insurance
Long-term Disability Insurance
Integrating your benefits into a comprehensive financial plan

SCHEDULE NOW

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Wealth Management

Financial Planning

Investment Solutions

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Marc Sanborn

Principal

Abby Miles

Senior Associate

Cameron Brown

Principal

Seth Newby

Senior Associate

Neal Donhoff

Principal

Cerity Partners is not contracted with, endorsed by or affiliated with Baptist Health.

Please read important disclosures here.

Specialized Financial Planning Advice for Baptist Health Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Cameron Brown

Principal

Book your meeting

This call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Cameron Brown

Principal

General inquiries: click here
Individuals and families: click here
Corporations: click here
Institutions and non-profits: click here

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