Simplify Your Financial Management. Maximize Value.

One-on-one support and objective advice for every aspect of your financial life

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Executive Financial Counseling Makes the Complex Simple

You spend your days creating value for your company. We spend ours making sure you’re receiving the maximum value from your assets and benefits. Work with Cerity Partners to simplify and efficiently manage your financial life.

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Investment Planning

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Estate Planning and Wealth Transfer

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Risk Management & Insurance Planning

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Executive Compensation & Benefits

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Retirement Planning

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Income Tax Planning and Preparation

Streamlined Coordination and Execution

You talk to us. We listen then talk to everyone else. Your dedicated advisory team collaborates with our in-house specialists and your existing advisors to manage your plan and keep your financial life moving forward.

Comprehensive, Consolidated Reporting

While you’ll still receive your statements and policies, our reporting system consolidates the information for your review and convenience. We track and summarize your finances so you always know exactly where you stand today and the progress you’re making towards your goals.

Ongoing monitoring

Your plan is no good if it gathers dust on the shelf. It needs to evolve with the expected and unexpected events of your life. We meet with you regularly to review and update your plan for changes in your goals, professional life, family situation, or tax law.

We strategically guide clients to help them maximize their employment offerings, as it plays an important role in providing them with a clear road map for achieving their personal financial goals.”

Kathryn Kennedy, Partner

How it works

You have ONE dedicated contact who works with you and our team of in-house specialists to create your comprehensive financial plan.

Your have to coordinate multiple advisors and aggregate information from each to get a complete picture of your financial situation.

Explore Our Offerings for Businesses and Employees

The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”

We believe in investing in people and building a culture of excellence.

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 Tom Karsten
Tom Karsten

Partner & Market Leader

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.