As you can attest, the financial life of an executive is complex, involving various compensation plans, retirement accounts, personal investments, insurance, taxes, and much more. Plus, you likely work with multiple advisors. Managing and coordinating all these accounts effectively for maximum value takes time—time you don’t have as a busy executive.
Cerity Partners Executive Financial Counseling provides a more efficient way to manage your growing wealth. You receive objective advice and oversight that encompasses your complete financial picture.
Think of us as your personal CFO.
You spend your days creating value for your company. We spend ours making sure you’re receiving the maximum value from your assets and benefits. Work with Cerity Partners to simplify and efficiently manage your financial life.
We strategically guide clients to help them maximize their employment offerings, as it plays an important role in providing them with a clear road map for achieving their personal financial goals.
Wealth is an extremely personal and often emotional topic. You need an advisor who acts solely in your best interest. That’s Cerity Partners. Our advisors embrace their fiduciary role as stewards of your money.
Your wealth is comprised of many interconnected parts. We help you manage the full picture.