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 Brown-Forman benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Brown-Forman, we offer a complimentary Benefits Review to all employees.

Ask the Expert

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.

Book a Meeting

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.

Katie Pfeifer

Our Brown-Forman advisor team and fellow colleagues are extremely excited about the combination with Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing Brown-Forman clients, employees and retirees. With consistent change related to your Brown-Forman benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Katie Pfeifer, CFP®, Partner

Let’s achieve your goals together.

Schedule a complimentary Benefits Review with an Cerity Partners advisor to review the following benefits:

  • 401(k) Elections
  • Pension Estimates & Elections
  • Executive Savings Plan
  • Health Insurance
  • Net Unrealized Appreciation (NUA)
  • Supplemental Executive Retirement Plan (SERP)
  • Employee Stock Purchase Plan (ESPP)
  • Stock-Settled Appreciation Rights (SSARs)
  • Performance Based Restricted Stock Unit Awards (PBRSU)
Schedule Now

Please read important disclosures here.

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 Walker Phillips

Walker Phillips

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.