Expert Financial Guidance for Pennsylvania

We are a team of talented and passionate colleagues that are focused on using our capabilities and resources to help our clients achieve their financial goals.

We recognize that these goals are specific to individuals and institutions, and that they can change over time.

The process involves developing a deep and ongoing understanding of our clients and their financial needs, whether they pertain at any point in time to their families, businesses, or philanthropic passions. Our investment resources are vast and span both traditional and alternative investments. Within the alternative space our sophisticated approach provides opportunities to help enhance returns as well as mitigate risk in an ever-evolving investment landscape.

This level of diligence is applied to our work with clients, including investments, financial planning, and business consulting.

Not from Philadelphia? Our advisors are not bound by geography. They work with clients across the country.

Philadelphia Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Philadelphia office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Pennsylvania Colleagues

Get Cerity Partners Insights in Your Inbox

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.

Photo of Katherine Willis

Katherine Willis

Partner

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.

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.