Business Owner Financial Planning

Ensure you’re maximizing both worlds with a solution that considers every aspect of your unique situation.

Request an Introduction Image
Request an Introduction

If your business is an important piece of your life, shouldn’t it be an important piece of your financial plan?

At Cerity Partners, we have comprehensive financial planners focused on the intricacies of owning a business. Whether you have a small or a large business, we get to know you and your unique financial situation to set goals, measure them, identify gaps, and monitor progress.

Establish Measurable Goals

Our financial advisors—specializing in the unique needs of business owners—can help you define realistic, attainable, and purpose-driven steps to achieve your vision of success.

Develop Key Performance Indicators (KPIS)

We’re here to help you identify the ways your business is working great, allowing us to maximize efficiencies and help drive your business forward.

Identify Gaps

No business is perfect. Our business financial advisors are here to help you discover areas that may need some extra attention or additional support in your business.

Monitor Ongoing Progress

This is not just a set it and forget it plan. Our advisors will continually audit and adapt your business’s financial strategies in an easy to use dashboard that puts all your finances into focus.

Business Transition & Exit Planning Services

When it comes time to transition from your business, you want to ensure you’re maximizing the value you’ve put into it. Enhance your human, structural, customer, and cultural capital of your company to provide a substantial organization with lasting power with wealth advice from experts specific to business owners.

Contact Us

Insights

Stay in tune with the latest information.

Paul Chmielewski

Partner

Corporations

When It Comes to LLCs, Pay Attention to Liability Direction

August 8, 2022 - When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…

Brett Dearing

Partner

Corporations

Is Your Business Sellable?

July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…

Brett Dearing

Partner

Business Owner Advisory

Hiring the Right Wealth Manager for Your Transaction

April 28, 2022 - The net proceeds from the sale of your business adds another layer of complexity to your financial life. That’s why a wealth advisor is one…

Like what you see?
See More Posts

Your Introduction to a Trusted Financial Advisor for Business Owners Awaits

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 and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

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

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

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.

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

Economic and Market Outlooks

Video: August 2025 Economic & Market Outlook

August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…

Joshua Norman and Paul Chmielewski

Business Owner Advisory

13 Key Takeaways from the One Big, Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Rita Lee

Partner

Individuals and Families

Where Women Should Invest $1 Million 

July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.

Learn about our Privacy Policy

By submitting the form, 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.