Business Owner Financial Planning

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

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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.

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Insights

Stay in tune with the latest information.

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

Corporations

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…

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Your Introduction to a Trusted Financial Advisor 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 goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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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

Principal & Client Experience Director

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

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

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Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

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