Cerity Partners Expands Tax and Accounting Capabilities with Merger of Allmon, DiBernardo & Associates

Cerity Partners, a leading independent wealth management and financial advisory firm, today announced a merger with Allmon, DiBernardo & Associates (ADA), a California–based CPA and tax planning firm, into its El Segundo, California, practice.

Founded in 1999 and headquartered in Torrance, California, ADA has built its reputation on a bold promise: delivering proactive, bespoke tax strategies that materially reduce the tax burden for business owners, high-net-worth individuals and families, and real estate investors.

The addition of ADA strengthens Cerity Partners’ tax and accounting offerings and specialized services, such as fractional CFO capabilities and full-service bookkeeping, that complement the firm’s wealth management and investment advisory offerings.

“Allmon, DiBernardo & Associates’ commitment to proactive, results-driven tax planning—and the high quality service they provide to business owners and high-net-worth individuals and families—is a natural fit with what we do at Cerity Partners,” said Claire O’Keefe, Partner and Head of Partner Development at Cerity Partners. “This merger enhances our ability to deliver fully integrated wealth management, investment advisory and tax services in Southern California, and we are proud to welcome our talented new colleagues to the Cerity Partners family.”

“We have long believed that the most impactful financial advice happens at the intersection of wealth management and tax strategy, and ADA has spent decades proving that in practice,” said Jim Schlager, Partner and Practice Leader of Cerity Partners’ El Segundo practice. “Their expertise in tax planning, their fractional CFO capabilities, and their deep commitment to their clients’ long-term legacy make them an outstanding addition to our El Segundo practice. We’re genuinely excited about what we’ll be able to deliver together for our clients.”

About Allmon, DiBernardo & Associates
Founded in 1999 and based in Torrance, California, Allmon, DiBernardo & Associates is a full-service CPA and tax planning firm serving business owners, high-net-worth individuals and families, and real estate investors nationwide. The firm specializes in proactive tax strategies, including tax preparation, tax planning and projections, full-service bookkeeping, and fractional CFO services.

Hue Partners represented Allmon, DiBernardo & Associates in this combination.