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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.

Indiana

Our office is located in Indianapolis.

Kentucky

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

Maryland

Our office is located in Baltimore.

Massachusetts

Our office is located in Back Bay, Boston.

Michigan

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

New Jersey

Our office is located in Westfield.

New York

Our New York office is conveniently located near Grand Central Terminal

Ohio

Our two offices are located in Cincinnati and 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 industryCerity Partners has won numerous awards for excellence in the financial industryInvestmentNews - Best Places to work for Financial Advisors 2022Cerity Partners has won numerous awards for excellence in the financial industryFinancial 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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Jonathan Taylor

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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
  • Cross-Border Financial Planning
  • Trust Services
  • Business Owner Advisory
  • Business Owner Financial Planning
  • Practice Owner Financial Planning
  • CFO & Accounting Services
  • Family Office
  • Workplace Solutions
  • 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
  • Pooled Employer Plan
  • Financial Wellness Coaching
  • NONPROFIT ORGANIZATIONS
  • Outsourced Chief Investment Office
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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.