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.
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:
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.
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 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
Schedule a consultation with an Cerity Partners advisor to review the following:
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.
Schedule your complimentary introductory meeting 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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Onari Tariah
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