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  • Our Locations

Local Expertise. National Presence.

Our office locations don’t define who we serve; they’re simply our home base in that region of the country. We come to you, wherever you are.

California
California

California

With offices throughout the state of California, Cerity Partners provides a convenient location for anyone in need of financial management services.

Colorado
Colorado

Colorado

With offices in Denver and Louisville, Cerity Partners provides a convenient location for anyone in need of wealth management services.

Florida
Florida

Florida

Our three offices are located in Boca Raton, Jacksonville, and Naples.

Georgia
Georgia

Georgia

With an office located Alpharetta, Cerity Partners provides a convenient location for anyone in need of wealth management services.

Illinois
Illinois

Illinois

Our office is conveniently located in downtown Chicago.

Indiana
Indiana

Indiana

Our two offices are located in Indianapolis.

Kentucky
Kentucky

Kentucky

Our offices are located in Bardstown, Bowling Green, Elizabethtown, Louisville, and Paducah.

Maryland
Maryland

Maryland

Our office is located in Baltimore.

Massachusetts
Massachusetts

Massachusetts

Our two offices are located in Boston’s Financial District on State Street and Franklin Street.

Michigan
Michigan

Michigan

Our two offices are located in Bloomfield Hills and Grand Rapids.

New Jersey
New Jersey

New Jersey

Our office is located in Westfield.

New York
New York

New York

With offices throughout the state of New York, Cerity Partners provides a convenient location for anyone in need of wealth management services.

North Carolina
North Carolina

North Carolina

With an office located near downtown Raleigh, Cerity Partners provides a convenient location for anyone in need of wealth management services.

Ohio
Ohio

Ohio

Our offices are located in Cincinnati and downtown Cleveland.

Pennsylvania
Pennsylvania

Pennsylvania

With three offices in Pennsylvania, Cerity Partners offers convenient access to wealth management services for anyone across the state.

Texas
Texas

Texas

With locations throughout the state of Texas, Cerity Partners provides a convenient location for anyone in need of wealth management services.

Virginia
Virginia

Virginia

With two offices in the state of Virginia, Cerity Partners provides an office location for anyone in need of wealth management services.

Wyoming
Wyoming

Wyoming

Our office is located in Jackson.

Your Introduction to a Trusted Financial Partner 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

blog image background

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

blog image background

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

blog image background
Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

  • General inquiries: click here
  • Institutions and non-profits: click here
  • Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.

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Your source for comprehensive financial advice and oversight.

  • Individuals & Families
  • Wealth Management
    • Investment Solutions
    • Estate and Gift Planning
    • Financial Planning
    • Insurance Planning & Risk Management
    • Tax Planning & Preparation
    • Marital Financial Planning
    • Cross-Border
    • Trust Services
    • Wealth for Women
  • Business Owner Advisory
    • Business Owner Financial Planning
    • Practice Owner Financial Planning
    • CFO & Accounting Services
  • Family Office
  • Corporations
  • Workplace Solutions
    • Executive Financial Counseling
    • Beneficiary Financial Counseling
  • Retirement Plan Consulting
    • Defined Benefit Plans
    • Defined Contribution Services
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Your Introduction to a Trusted Financial Partner 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

blog image background

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

blog image background

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

blog image background
Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

  • General inquiries: click here
  • Institutions and non-profits: click here
  • Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.