Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $65 billion assets for our clients and Barron’s recently recognized us as one of the top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
At Cerity Partners We Are:
We believe that collaborating with colleagues surrounds our clients with the expertise to provide superior advice-driven service and solutions. We demonstrate collaboration by including multiple team members in all areas of what we do, whether client facing or focused on the business. We hold ourselves and our colleagues accountable for what we promise and what we deliver. We think about succession and ensure that there is extensive talent and expertise available to our clients.
We are not employees, nor do we act like employees. We are colleagues and business owners who appreciate that the returns on our investment in the business benefit all. We are innovative and proactive and consciously make decisions about our practice areas with more than ourselves in mind.
We are unwavering in our commitment to put clients first and to minimize conflicts of interest whenever possible. We act with integrity, authenticity and purpose to be a steward and advisor for our clients and colleagues.
We are in-service to clients, colleagues, and the firm.
We demonstrate our commitment to our practice by developing expertise and knowledge that is unmatched. Our growth-mindset means we consistently explore the universe of advice and are open to feedback and information that can help us to be the best advisors, colleagues and partners. We lead by example.
We believe in the power of thinking of others first and strive to create something bigger than the sum of its individual parts.
Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. We truly care about what we do.Carol Benz, Partner & Chief People Officer
Carol Benz, Partner & Chief People Officer
We are hiring in our offices throughout the country. Are you a fellow financial planning, tax, or investment professional or are you passionate about shared services functions such as operations, technology, and finance? We welcome others who share our mission and passion. Visit our careers page to learn about potential opportunities.
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.