Financial Planning – no matter where you are on the globe

Our goal is to help you find financial clarity. Whether you are at the peak of your career or descending into retirement, our team is here to help you create a financial plan that works for you.

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Book a Meeting

A Collaborative Team Focused on You

Our advisors utilize their experience and expertise and that of their colleagues to develop and execute the best solutions for your complex personal and professional financial situations. Our team includes financial advisors, tax advisors, investment professionals, retirement plan consultants. Working as one, we help you achieve your vision for tomorrow.

Joe Tichenor
Our IPA advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing IPA clients, employees and retirees. With consistent change related to your IPA benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”

Joe Tichenor, CFP®, Partner

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.

For this reason, we offer a complimentary consultation to address any questions you may have. There is no cost and no obligation for you to take the first step toward financial clarity.

Schedule Now

Cerity Partners & IPA Through The Years


  • Implements First Financial Plan for IPA Pilot
  • 6 Employees
  • 2 locations


  • Received first recognition for Inc 5000’s Fastest Growing Companies (2009-2020)
  • Becomes Registered Investment Advisor


  • 67 Employees
  • 5 locations
  • $1 Billion+ AUM


  • Recognized as Financial Times Top 300 Registered Investment Advisors
  • Recognized as Barron's Top 100 RIA Firms


  • $58 Billion Assets
  • 820+ Professionals
  • 26 offices in 15 States

Cerity Partners is not contracted with, endorsed by or affiliated with IPA.

Please read important disclosures here.