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Transition & Exit Planning Services

When it comes time to transition from your business, you want to ensure you’re maximizing the value you’ve put into it. Enhance your human, structural, customer, and cultural capital of your company to provide a substantial organization with lasting power.

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Institutional Services

Cerity Partners is here to help you grow well.

We understand that nonprofits have specific needs to grow an organization focused on their mission. Ensure you have the tools and support you need to help your organization thrive.

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Every individual and family has a different financial situation that can present its own complexities, concerns, and confusions.

We’re here to help you navigate your unique circumstances to secure and sustain your wealth, so you can focus on what matters most.

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  • Trust administration Estate administration
  • Special asset management
  • Asset protection trusts
  • Irrevocable life insurance trusts
  • Special needs trusts
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Recruit. Retain. Retire.

Give your business a competitive edge with benefits that are designed to meet your company’s objectives, and help your employees build confidence in their financial well-being.

Cerity Partners’ PEP Solution

A well designed retirement plan can be a crucial part of your company’s strategic compensation package.

Often these plans come with expensive fees, burdensome administration, and fiduciary liability for companies—but not The Cerity Partners Pooled Employer Flan. Our FEP solution can help your business with:

Employee Financial Wellness Services

Your company and employees have specific needs. Create a financial wellness program
with intention.

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.
Alexander Gross

An amazing quote by an amazing individual. I hope it looks great.”

Alexander Gross, CFP®, AEP®, CPA/PFS, Partner

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.

Meg Rowley

Partner & Market Leader

Financial Planning

All-Weather Advisor

Effective wealth management requires the assistance of an all-weather advisor—someone who embraces their role during both bull and bear markets to help you achieve your…

Ben Pace, Tom Cohn and James Lebenthal

Annual Economic & Market Outlook

2022 Review and January Outlook

Persistent inflation, carried over from 2021 and exacerbated by the Russian invasion of Ukraine and the imposition of harsh sanctions on Russia by the Western…

Theodore D. Schneider

Principal

Investing

A Guide to Investing for Nonprofit Organizations

For a nonprofit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is…

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.

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

John Schnur

Associate

Cecilia Chen

Principal

Judith Spencer

Associate

Cameron Brown

Principal

Steve Kurosko

Partner & Market Leader

Rick Harris

Principal

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Tyler Brook

What Can You Bring to Shred Day

Eduardo Noa Rodriguez

Jessie Angulo

Set your finances on the right course.

Take the Next Step

Insights

Stay in tune with the latest information.

Judith Gordon

Principal

Estate Planning

A Primer on Planning for a Special Needs Child

Caring for a person with special needs has unique challenges and often requires significant resources to cover the additional expenses for care. Special needs planning…

Theodore D. Schneider

Principal

Investing

A Guide to Investing for Nonprofit Organizations

For a nonprofit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is…

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.
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89%

of employees feel it’s important for employers to offer financial wellness program

74%

say financial wellness programs help reduce financial stress.

66%

say a financial wellness program improves their company loyalty.

57%

say a financial wellness program increases their productivity.

Source: John Hancock

Pooled Plan Provider

TRG Fiduciary Services, LLC takes on the primary fiduciary responsibility for the plan. They select and monitor all of the other plan providers, making sure that they are providing awesome services at a great price.

Investment Advisor

As the investment advisor for the Plan, Cerity Partners monitors the Plan investment menu, recommends investment changes, and provides plan regulatory services.

Recordkeeper & Third Party Admin

BlueStar performs all compliance testing, prepares government filing reports, provides participant education, and customer service support.

Custodian

Charles Schwab Trust Bank custodies your plan assets and processes all trading instructions. Using an open-architecture custodian allows us access to an array of investment vehicles, including low-cost options, to help participants achieve their retirement goals.

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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.

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Katherine Willis

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.