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.
Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with office locations throughout the United States. Registration of an Investment Advisor does not imply any level of skill or training. The information presented is limited to general information pertaining to Cerity Partners’ services, views, outlooks, and opinions and is for informational purposes only. You should not construe the information contained herein as personalized investment, tax, or legal advice. There is no guarantee that the views and opinions expressed in any Cerity Partners content will come to pass. The information presented is subject to change without notice and should not be considered as an offer to sell or a solicitation of an offer to buy any security.
Certain portions of Cerity Partner’s website may contain a discussion of material economic conditions and/or events that may affect future results. All information is deemed reliable as of the date presented but is not guaranteed and is subject to change.
Certain information is based on or derived from independent third-party sources that, in certain cases, may not have been updated through the date of this information. While such information is believed to be reliable for the purposes used herein, the information is subject to change without notice to you. Before making any decision or taking any action that may affect your finances or your company’s finances, you should consult a qualified professional adviser.
References to indices or other financial benchmarks are provided for illustration purposes only. Indices are unmanaged, statistical composites and an individual cannot directly invest in an index. Any returns portrayed do not reflect the deduction of underlying investment expenses and third-party fees to purchase the securities they represent. Past performance is no guarantee of future results. Data from indices (i.e., the S&P 500) are supplied by third party suppliers. Cerity Partners does not attest to the accuracy or reliability of these numbers nor the methods of calculation from which they are derived. Investing in the financial markets involves risk, including the loss of the principal amount invested; and may not be appropriate for everyone.
Awards, rankings, ratings, and/or recognition by unaffiliated rating services and/or publications are not indicative of Cerity Partners future performance or its clients’ investment success; should not be construed by a client or prospective client as a guarantee that such client will experience a certain level of results if Cerity Partners is engaged, or continues to be engaged to provide investment advisory services; nor should it be construed as a current or past endorsement of Cerity Partners by any of its clients. Rankings published by unaffiliated rating services and/or publications are often based on various timeframes, criteria and categories submitted by the recognized adviser. Working with a highly rated or ranked adviser does not ensure that a client or prospective client will experience a higher level of performance or service. To see additional criteria, please refer to our award disclosures and methodology.
For information pertaining to the registration status of Cerity Partners, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Cerity Partners, including fees, conflicts of interest, and services, send for our disclosure statement as set forth on Form CRS and ADV Part 2 using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
NPS stands for Net Promoter Score, which is a metric used in customer experience programs. NPS measures the loyalty of customers to a company. NPS scores are measured with a single-question survey and reported with a number from the range -100 to +100, a higher score is desirable.
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.