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Patrick Murray

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Kurt Miscinski

Partner & Chief Executive Officer

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

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Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

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January 8, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with SOL Capital Management, a Rockville-based investment…

Cerity Partners Announces Merger with Austin Private Wealth

January 6, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with Austin Private Wealth, an independent wealth…

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Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

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