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:
You Manage the Mission. We’ll Manage Your Portfolio.
- 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.
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.
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 NowCerity 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
Cerity Partners is not contracted with, endorsed by or affiliated with IPA.
Please read important disclosures here.