Cerity Partners Merger with Compass Wealth Management Deepens Presence in Atlanta

Cerity Partners, a leading independent wealth management and investment advisory firm, announced today that it has merged with Compass Wealth Management. The partnership expands Cerity Partners’ presence in the greater Atlanta market and broadens its holistic suite of wealth management services for private and corporate clientele. Compass brings approximately $340 million in assets under management, and the combined firms will operate under the Cerity Partners name.

“Compass Wealth Management’s client-first approach and deep roots in the Atlanta community make them an ideal fit for Cerity Partners,” said Claire O’Keefe, Partner and Head of Partner Development at Cerity Partners. “We’re thrilled to welcome our new colleagues, who have built a terrific firm defined by trust and long-term relationships, to our partnership and are excited for our future together.”

Founded in 2011 by Robert Amato, Compass is an independent, fee-only wealth management and investment advisory firm serving corporate executives, business owners, and retirees throughout the Atlanta area. Compass provides holistic wealth management services spanning investment management, financial and retirement planning, tax planning, estate and legacy planning, risk management, and charitable giving strategies.

“Compass has always combined the personal attention of a boutique firm with the resources and capabilities our clients expect from a larger organization,” said Robert Amato, Founder and Principal of Compass Wealth Management. “Cerity Partners allows us to preserve the personalized planning, highly customized investment management, and close client relationships that define our firm, while strengthening the operations behind the scenes and adding broader tax and estate planning expertise. It also creates meaningful growth opportunities for our team. That combination made Cerity Partners the right long-term fit for Compass.”

Advisors

DeVoe represented Compass in this combination, and Miller Johnson provided legal counsel. Lowenstein Sandler provided legal counsel to Cerity Partners in this combination.

About Compass Wealth Management

Founded in 2011, Compass Wealth Management is an independent, fee-only wealth management and investment advisory firm based in Atlanta, Georgia, serving corporate executives, business owners, and retirees.

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