Cerity Partners Welcomes Von Berge Wealth Management

The addition of Von Berge Wealth Management strengthens Cerity Partners’ presence in Southern California and expands its capabilities to serve private and corporate clients in the San Diego market.

New York, NY [6/30] – Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it has merged with Von Berge Wealth Management, a San Diego-based financial advisory firm. This partnership expands Cerity Partners’ presence in Southern California and enhances the firm’s ability to deliver comprehensive, personalized financial planning and investment services to individuals and businesses in the region. Von Berge Wealth Management will operate under the Cerity Partners name following the close.

“Von Berge Wealth Management has earned a reputation for delivering highly personalized, goals-based financial advice,” said Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners. “This partnership strengthens our firm’s presence in San Diego and reinforces our shared commitment to helping clients simplify complexity and plan confidently for the future. We’re delighted to welcome our new colleagues to the firm.”

“Since founding Von Berge Wealth Management, we’ve focused on delivering personalized guidance to help clients make informed, confident financial decisions,” said Erick von Berge, Founder. “We’re excited about this next chapter with Cerity Partners, which allows us to continue that mission while offering clients access to broader resources and deeper capabilities.”

Advisor Growth Strategies, LLC an M&A advisory and management consulting firm for RIAs served as advisor for Von Berge Wealth Management and Alston & Bird provided legal counsel.

About Cerity Partners

Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high- and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit ceritypartners.com to learn more.

About Von Berge Wealth Management

Founded in 2018, Von Berge Wealth Management is an Independent Investment Advisory Firm located in San Diego, California, specializing in comprehensive wealth management and personal financial planning services for individuals, families, small business owners, professionals, and retirees.