Financial Planning with Cerity Partners

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.

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.

A Collaborative Team Focused on You

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 a 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.

Daniel Park
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

Let’s achieve your goals together.

Schedule a consultation with an Cerity Partners advisor to review the following:

  • Partnership units, RSUs, PIUs, LTIB, fund carried interest, etc.
  • 10(b)5-1 plans
  • Public & private holdings and their impact to your investment allocation
  • Evaluation of group coverage options and cost relative to private coverage
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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.

Curious about learning more? Let’s talk.

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