A Wealth of Financial Solutions for Every Employee

Impactful advice and comprehensive guidance, our custom solutions are designed to support employees at all career stages.

Request an Introduction

Businesses seeking to attract and retain top talent are increasingly focusing on offering financial guidance as a complement to traditional benefits. We're dedicated to helping you craft and deliver custom solutions that resonate with your team's needs.

93%

of leaders believe employers should offer financial resources that are unbiased and have employees’ best interests in mind

50%

of C-suite executives don’t fully understand their compensation and benefits packages

89%

of leaders believe employees’ financial stress hurts engagement and productivity at their company

Please see sources at the bottom of the page:

A Tailored Approach to Enhancing Financial Well-Being at All Career Stages

Our workplace solutions are designed to balance the distinct needs of your HR and Benefits teams, senior leaders, and employees, ensuring that every benefit-eligible employee, whether at the start of their career or nearing retirement, has access to personalized financial advice.

Executive Financial Counseling >

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.

Beneficiary Financial Counseling >

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.”

Executive Financial Counseling for Individuals & Families >

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.

Financial Wellness Coaching >

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Personal Financial Planning >

Financial well-being is deeply personal. At Cerity Partners, we recognize that the financial complexities faced by employees vary, often less intricate than those of executives. Our Personal Financial Planning services are specifically tailored to evolve with the unique needs of your employees, ensuring they are well-equipped for both career progression and retirement planning.

Retirement Readiness >

Employees approaching retirement often have unique needs and planning questions. We offer personalized consultations designed to proactively review transition plans and address any questions surrounding company benefits. Our financial experts are committed to guiding your employees through both short-term and long-term financial objectives, offering peace of mind as they transition into a fulfilling retirement.

The Employer’s Strategic Advantage

We believe that a company’s success is closely tied to the well-being of its employees. With our extensive experience and expertise in workplace benefits, we work alongside you to develop a program that makes your company stand out to existing and future employees.

Explore a Partnership

Mitigating Risk

Executives have many company procedures, regulatory policies, and tax law compliance issues to navigate. We apply a comprehensive strategy to mitigate the reputational, legal and financial risks associated with these requirements.

Proactive Data Reporting

We monitor essential metrics to align with your employees’ needs, enhance engagement, and demonstrate return on your investment. Expect reports with strategic review sessions to you can understand how your employees are engaging with our service.

Enhancing Employee Transitions

We collaborate with HR teams to streamline and enrich the onboarding and offboarding experience. We minimize administrative burdens by smoothly integrating benefits for new or promoted employees and offer thoughtful financial guidance during voluntary and involuntary departures. This approach not only elevates your brand’s reputation but also underscores your dedication to supporting your employees, ensuring seamless and well-handled transitions at every stage.

Maximizing Value in Compensation and Benefits

Serving as an extension of your HR team, we aid in boosting employee retention by showcasing the full scope of your company’s compensation and benefits, while making certain these advantages are incorporated into their overall financial strategy.

Explore our additional solutions to integrate in your program

Financial Wellness Education & Coaching

Our extensive solutions are crafted to reduce financial stress in the workforce through customized financial coaching and educational programs. We offer personalized, expert advice, ensuring each employee receives empathetic guidance tailored to their unique financial situation. By prioritizing human connections, we help generate positive financial behaviors and outcomes, enhancing both employee well-being and the workplace environment.

Learn more

Change Management Support

Cerity Partners acts as an extension of your HR team, easing the workload during corporate events like mergers, benefits or retirement plan changes, IPOs, divestitures, onboarding, and outplacement. We align your employees’ financial planning needs with your company’s broader goals, ensuring a seamless integration through all major organizational transitions.

Learn more
Work with us

Get the Guide to Financial Planning as a Workplace Benefit

Discover how offering financial planning as a workplace benefit can give your organization a competitive edge in attracting and retaining top talent.

Download the Guide

Curious about learning more? Let's talk.

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation. We’re here not just to offer solutions, but to listen, learn, and tailor our insights to meet the distinct needs of your workforce. Together, we can build a strategy that resonates with your team and aligns with your organizational goals.

Eric Purdy's headshot

Eric Purdy

Partner

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation.

Book Time Online Now:

or

Call us: (212) 202-1810

Or Call us to Schedule: (212) 202-1810

Book your meeting

This 30-minute call with me is designed to better understand your company’s goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Eric Purdy

Partner

Eric Purdy's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.