Our Texas Offices

Our colleagues provide comprehensive financial management that encompasses every aspect of an individual’s financial life.

The team consists of Certified Financial Planners, Certified Public Accountants, Enrolled Agents, and other financial services professionals dedicated to helping you and your family achieve your short-, intermediate-, and long-term financial goals. They’ll work with you to develop and execute a comprehensive plan that addresses what’s important in your life.

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

Arlington Office

Our Arlington wealth management office delivers national resources with the personalized attention and local service you deserve for your financial future.

Austin Office

Our Austin wealth management office brings national firm depth and locally informed perspective to serve the dynamic financial needs of individuals and families across Central Texas.

Austin (OCIO) Office

Cerity Partners' Austin OCIO office delivers bespoke outsourced chief investment officer solutions to endowments, foundations, and institutions across Texas and the broader South-Central region.

Corpus Christi Office

Cerity Partners' Corpus Christi wealth management office serves individuals, families, and business owners across South Texas with personalized financial guidance backed by a leading national firm.

Fort Worth Office

Our Fort Worth wealth management practice combines national firm capabilities with personalized local service tailored to your financial objectives.

Houston Office

Our Houston wealth management practice combines national firm resources with dedicated local service tailored to your financial aspirations.

West Texas Office

Our Midland wealth management office blends national firm resources with personalized service designed to help you achieve your financial aspirations.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

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