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.

Ask the Expert

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

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  • Establish governance procedures based on fiduciary best practices
  • Create and update your customized Investment
  • Policy Statement Develop and execute a comprehensive strategy for your cash flow requirements
  • Communicate with existing and prospective donors

Welcome to Cerity Partners. Maximizing Value.

As a recent IPA retiree, Leslie focused on educating crew members on their contractual benefits, retirement planning options, and leaves of absence solutions. She has always enjoyed assisting our crew members in making the best choices for their personal situation and plans to continue that at Cerity Partners.

Check out Leslie’s interview with Cerity Partners Advisor, Joe Tichenor, CFP® to hear her full introduction.

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

Retirement Plan Advisory

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning

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

Maria Weis

Associate

Charles McRae

Principal

Alan Ness

Partner

Jeff Zych

Partner

Erica Hartog

Partner

Chris Bagileo

Associate
Joel DeMaria

Our IPA advisor team and fellow colleague are extremely excited about the combination with 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.”

Joel DeMaria, CFP®, Partner

Establishing your Career

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Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

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.

Download Your IPA Financial Planning Checklist

Making decisions regarding your IPA benefits can help you feel more confident about your personal financial situation. ARGI helps our clients find financial clarity by integrating their IPA benefits into their overall financial plan. Whether you’re busy growing your career, beginning a new phase of life, or preparing for retirement, ARGI is your financial partner for every walk of life.

Download

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

Financial Planning

401(k) Planning for 2023

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

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Principal

Financial Planning

A Pitfall of the “Backdoor” Roth IRA Conversion

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…

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Michael Disharoon

Michael Disharoon

Partner

By clicking “Submit”, 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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.