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August 7, 2019

Corporate Bonds: Predictable yields provide retirement appeal

Partner Constantine Mulligan was quoted in Retire Ahead about the role corporate bonds can play in a retiree's investment portfolio.

Partner Constantine Mulligan was quoted in Retire Ahead about the role corporate bonds can play in a retiree's investment portfolio.

June 27, 2019

Cerity Partners Recognized as Top 300 Financial Adviser

Cerity Partners has been named to the Financial Times Top 300 Registered Investment Advisers in the U.S. for the fifth straight year.

Cerity Partners has been named to the Financial Times Top 300 Registered Investment Advisers in the U.S. for the fifth straight year.

June 24, 2019

Do This Before You Get Married

Partner Ekaterina Klimentova shares her perspective on the merits of prenups with Dan Kline of The Motley Fool.

Partner Ekaterina Klimentova shares her perspective on the merits of prenups with Dan Kline of The Motley Fool.

June 24, 2019

8 Mistakes That Can Wreck Your Buy-and-Hold Strategy

What are the most common mistakes buy and hold investors make? CIO Ben Pace weighs in.

What are the most common mistakes buy and hold investors make? CIO Ben Pace weighs in.

May 6, 2019

Cerity Partners Announces Merger with Karsten Advisors

Press release announcing the merger with Karsten Advisors.

Press release announcing the merger with Karsten Advisors.

May 6, 2019

Bob Smith's Appointment to JobsOhio Board

Ohio Governor DeWine discusses economic development in Northeast Ohio and the appointment of Bob Smith to the JobsOhio board.

Ohio Governor DeWine discusses economic development in Northeast Ohio and the appointment of Bob Smith to the JobsOhio board.

April 8, 2019

Cerity Partners Announces Merger with $11 Billion Blue Prairie Group

Press release announcing the merger with Blue Prairie Group.

Press release announcing the merger with Blue Prairie Group.

April 8, 2019

Crain's 2019 Notable Women in Banking & Finance

Partner Lorraine George-Harik was named one of 2019's Notable Women in Banking and Finance by Crain's New York Business.

Partner Lorraine George-Harik was named one of 2019's Notable Women in Banking and Finance by Crain's New York Business.

April 8, 2019

Merger mania: Why consolidation in the RIA space is about to explode

Investment News quotes President Kurt Miscinski in an article about RIA "merger mania."

Investment News quotes President Kurt Miscinski in an article about RIA "merger mania."

February 18, 2019

Study Group: Is an In-House Legal Team Right for Your Firm?

Chief Legal Officer Rob Seco shared his views on the topic with Ian Wenik of Citywire.

Chief Legal Officer Rob Seco shared his views on the topic with Ian Wenik of Citywire.

February 3, 2019

Barron’s: There’s Still Time to Get a Tax Boost by Contributing to an IRA

Roth IRA or Traditional. What’s the right choice? Partner Matthew Olver discusses the factors to consider and suggests an option that provides the most flexibility.

Roth IRA or Traditional. What’s the right choice? Partner Matthew Olver discusses the factors to consider and suggests an option that provides the most flexibility.

February 1, 2019

Sincerely Yours, What’s in a name?

Market Leader Bob Smith talked to Cleveland Magazine about the thoughtful process of coming up with a brand name that reflects the character of our people and our practice.

Market Leader Bob Smith talked to Cleveland Magazine about the thoughtful process of coming up with a brand name that reflects the character of our people and our practice.

January 9, 2019

Why a red-hot RIA channel may be bad for business: Q&A with Cerity Partners CEO Kurt Miscinski

Our CEO & President, Kurt Miscinski, on the challenges and opportunities in the independent advisory space.

Our CEO & President, Kurt Miscinski, on the challenges and opportunities in the independent advisory space.

January 7, 2019

Investment and Wealth Management Firm HPM Partners Rebrands to Cerity Partners

Press release announcing our name change

Press release announcing our name change

January 4, 2019

Private Partnerships: Positioning Your Practice for Long-Term Growth

Our CEO & President, Kurt Miscinski, shares his thoughts with wealthmanagement.com.

Our CEO & President, Kurt Miscinski, shares his thoughts with wealthmanagement.com.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626