• Blue Owl

Financial Planning with Cerity Partners

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 Blue Owl benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Blue Owl, we offer a complimentary Benefits Review to all employees.

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Executive Financial Counseling

As a Blue Owl employee, you have access to Cerity Partner’s Executive Financial Counseling services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Executive Financial Counseling with Cerity Partners will include the following:

  • Blue Owl Compensation and Benefits Integration
  • Investment Management
  • Estate Planning & Wealth Transfer
  • Retirement Planning
  • Income Tax Strategies
  • Risk Management and Insurance Planning

Explore our Solutions

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 Planning

Tax Planning & Preparation

Estate & Gift Planning

Investment Solutions

Insurance Planning & Risk Management

Family Office
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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.

Meet the Team

Onari Tariah, CFP®

Principal

Laurie Belew

Partner & Practice Leader

Paul D’Elia

Partner

Ben Hardin

Principal

Joe Tichenor

Partner

Cristina Paul

Partner
Daniel Park
As part of the Blue Owl team, you understand the value of expert guidance. While you may have a Financial Planner, we at Cerity Partners invite you to gain an additional perspective. Our expertise in Blue Owl benefits means we can offer tailored insights to enhance your financial strategy.”

Daniel Park, CFP®, Partner

Let’s achieve your goals together.

Schedule a consultation with an Cerity Partners advisor to review the following:

  • Partnership units, RSUs, PIUs, LTIB, fund carried interest, etc.
  • 10(b)5-1 plans
  • Public & private holdings and their impact to your investment allocation
  • Evaluation of group coverage options and cost relative to private coverage
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Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Thomas Decker

Senior Principal

Individuals and Families

3 Steps to Take You from “High Income” to “High Net Worth”

February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…

Individuals and Families

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

June 22, 2023 - Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Cerity Partners LLC has an agreement with Blue Owl Capital Holdings, LP to provide advisory services to certain Blue Owl Capital Holdings, LP employees. However, Cerity Partners is not affiliated with Blue Owl Capital Holdings, LP. Cerity Partners LLC and Blue Owl Capital Holdings, LP are separate and unrelated companies.

Please read important disclosures here.

Specialized Financial Planning Advice for Blue Owl Colleagues

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.

Daniel Park

Partner

Specialized Financial Planning Advice for Blue Owl 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.

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Partner

Daniel Park

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