Cerity Partners Announces Merger with Edge Financial Advisors

Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Illinois. This strategic partnership expands Cerity Partners’ presence in the Midwest and enhances the combined firm’s ability to deliver holistic financial planning and customized portfolio management to high-net-worth individuals, families, and business owners. Edge Financial Advisors will operate under the Cerity Partners name. 

Founded in 2005 on the mission of helping clients “design the life they want,” Edge Financial Advisors takes a comprehensive approach to wealth management. The firm specializes in integrating tax management, investment strategies, and business planning to provide clients with clarity and confidence. With deep expertise in complex retirement strategies, including Defined Benefit and Cash Balance plans, Edge has built a reputation for treating clients with the care of trusted advisors and prioritizing their financial wellbeing as a dimension of overall health. 

“What drew us to Edge Financial Advisors was an immediate recognition of shared values and a genuine commitment to long-term client relationships and comprehensive planning that puts client wellbeing at the center of everything,” said Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners. “By welcoming their team to Cerity Partners, we are bringing greater depth of resources, expertise, and specialized capabilities to our clients in the Greater Chicago market, and we’re excited to continue growing together.” 

“Cerity Partners shares our commitment to high-quality planning and long-term client relationships,” said Ed Meek, Founder and CEO of Edge Financial Advisors. “The firm’s mission has been to give our clients confidence in their future. This partnership provides our clients with access to broader resources and deeper expertise in areas like advanced tax and estate planning, positioning us well to support their dreams for generations to come.” 

By joining Cerity Partners, Edge Financial Advisors ensures that its wellbeing philosophy is supported by a robust, national platform. Clients will continue to receive the personalized, service they have come to expect now augmented by Cerity Partners’ expansive capabilities in institutional-quality investment solutions and sophisticated multi-generational planning. This merger allows the Edge team to focus even more intently on their core mission: helping clients plan with confidence, pursue their ambitions, and live with the assurance that their full financial picture is well protected. 

Hue Partners represented Edge Financial Advisors in this transaction. 

About Edge Financial Advisors 

Edge Financial Advisors is a Registered Investment Advisor dedicated to helping clients protect and grow their financial resources through a consultative, “full-picture” planning process. Based in Wheaton, IL, the firm provides holistic wealth management, tax-aware investment strategies, and specialized retirement solutions for business owners and retirees. Edge’s mission is to empower individuals to achieve a state of financial wellbeing and live the life they’ve always wanted.