• IPA

Financial Planning – no matter where you are on the globe

Our goal is to help you find financial clarity. Whether you are at the peak of your career or descending into retirement, our team is here to help you create a financial plan that works for you.

Request an Introduction Image
Request an Introduction

You Manage the Mission. We’ll Manage Your Portfolio.

While our office is located in Louisville, KY, we work with clients around the world. We know you’re on the go – our systems are designed for 24/7 global access allowing you to stay as connected to your finances as you choose to be. Cerity Partners offers a complimentary consultation for IPA pilots to review the following topics and address any questions you may have:

  • Your IPA/UPS contract & the benefits offered to you
  • Your A plan & B Plan
  • Which pension you would fall under (flat dollar or percentage benefit)
  • Your healthcare options and how your VEBA interacts with your medical benefits

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. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
Book a Meeting

A Collaborative Team Focused on You

Our advisors utilize their experience and expertise and that of their colleagues to develop and execute the best solutions for your complex personal and professional financial situations. Our team includes financial advisors, tax advisors, investment professionals, retirement plan consultants. Working as one, we help you achieve your vision for tomorrow.

Meet the Team

Brad Nenni

Senior Associate

Ben Hardin

Principal

Joe Tichenor

Partner

Jonah Gelhaus

Senior Associate

Leslie Tudor

Associate

Austin Jones

Principal
Joe Tichenor
Our IPA advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing IPA clients, employees and retirees. With consistent change related to your IPA benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Joe Tichenor, CFP®, Partner

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.

For this reason, we offer a complimentary consultation to address any questions you may have. There is no cost and no obligation for you to take the first step toward financial clarity.

Schedule Now

Cheryl Donaldson

Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Cerity Partners & IPA Through The Years

2001

  • Implements First Financial Plan for IPA Pilot
  • 6 Employees
  • 2 locations

2010

  • Received first recognition for Inc 5000’s Fastest Growing Companies (2009-2020)
  • Becomes Registered Investment Advisor

2015

  • 67 Employees
  • 5 locations
  • $1 Billion+ AUM

2020

  • Recognized as Financial Times Top 300 Registered Investment Advisors
  • Recognized as Barron's Top 100 RIA Firms

2023

  • $58 Billion Assets
  • 820+ Professionals
  • 26 offices in 15 States

Cheryl Donaldson

Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Estate Planning

2023 Gift, Estate, and GST Tax Changes

December 2, 2022 - Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Senior Principal

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

December 15, 2022 - Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

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

Please read important disclosures here.

Specialized Financial Planning Advice for Your 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.

Austin Jones headshot

Austin Jones

Principal

Specialized Financial Planning Advice for IPA 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.

Book your meeting

This call 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!

Austin Jones

Principal

Austin Jones's Headshot

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.