Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
With offices throughout the state of California, Cerity Partners provides a convenient location for anyone in need of wealth management services.
With two locations in the state of Colorado, Cerity Partners provides a convenient location for anyone in need of wealth management services.
Our three offices are located in Boca Raton, Jacksonville, and Naples.
Our office is conveniently located in downtown Chicago.
Our office is located in Indianapolis.
Our offices are located in Bardstown, Bowling Green, Elizabethtown, Louisville, and Paducah.
Our office is located in Baltimore.
Our office is located in Back Bay, Boston.
Our two offices are located in Bloomfield Hills and Grand Rapids.
Our office is located in Westfield.
Our New York office is conveniently located near Grand Central Terminal
Our two offices are located in Cincinnati and downtown Cleveland.
Our office is located outside of Philadelphia in West Conshohocken.
With locations throughout the state of Texas, Cerity Partners provides a convenient location for anyone in need of wealth management services.
With two offices in the state of Virginia, Cerity Partners provides an office location for anyone in need of wealth management services.
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.
Jonathan Taylor
Partner
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