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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.

Arizona
Arizona

Arizona

Our office is conveniently located in Scottsdale.

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 in 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

Joe Ferreira, Sam Marshall and Jack Rabuck

Incentive Stock Options

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

blog image background
Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

blog image background

Andrejs Pilajevs

Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

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

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By submitting the form, 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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  • Wealth Management
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    • Wealth for Women
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    • Business Owner Financial Planning
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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

Joe Ferreira, Sam Marshall and Jack Rabuck

Incentive Stock Options

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

blog image background
Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

blog image background

Andrejs Pilajevs

Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

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

Learn about our Privacy Policy

By submitting the form, 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.