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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

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

Colorado

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

Florida

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

Illinois

Our office is conveniently located in downtown Chicago.

Maryland

Our office is located in Baltimore.

Massachusetts

Our office is located in downtown Boston.

Michigan

Our office is located in Bloomfield Hills.

New Jersey

Our office is located in Westfield.

New York

Our two offices are conveniently located in New York City.

Ohio

Our office is conveniently located in downtown Cleveland.

Pennsylvania

Our office is located outside of Philadelphia in West Conshohocken.

Texas

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

Virginia

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

Cerity Partners has won numerous awards for excellence in the financial industryBarron's Institutional Consultants Top 100 - 2022InvestmentNews - Best Places to work for Financial Advisors 2022PlanAdvisor Top 100 Retirement Plan Advisers - 2021Financial Times Top Financial Advisers - 2020

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Katherine Willis

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  • INDIVIDUALS AND FAMILIES
  • Wealth Management
  • Financial Planning
  • Investment Solutions
  • Tax Planning & Preparation
  • Estate & Gift Planning
  • Insurance Planning & Risk Management
  • Marital Financial Planning
  • Business Owner Advisory
  • Family Office
  • Cross-Border Financial Planning
  • Businesses & Employees
  • Executive Financial Counseling as a Corporate Benefit
  • Executive Financial Counseling for Individuals
  • Beneficiary Financial Counseling
  • Retirement Plan Advisory
  • Defined Benefit Plans
  • Defined Contribution Services
  • Nonqualified Plan Management
  • Financial Wellness Coaching
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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.