Diversification Strategies for AI Concentration Across Asset Classes
Financial Management for Individuals, Families, Companies & Nonprofits
Our comprehensive approach to wealth management provides everything you need under one roof.
A More Thorough Approach
Effective wealth management addresses every dimension of your financial life. We provide a comprehensive range of coordinated services within a streamlined client experience. Instead of managing relationships with multiple advisors to assemble your financial strategy, you will work with one dedicated team, backed by in-house specialists who collaborate to guide and support your financial goals.
Our Practice Provides
- Comprehensive Financial Planning
- Investment Management
- Financial Planning and Benefits Education in the Workplace
- Tax Planning & Preparation
- Business Owner Advisory
- Estate Planning
- Insurance and Risk Management
- Investment Advisory for Nonprofit Organizations
- Retirement Plan Consulting
Supporting Employees from Leading Organizations
We help our clients navigate benefits, investments, and long-term financial decisions at every stage of their career.
Holistic Advice Your Financial Life Deserves
Strategic financial planning and personalized advice designed to protect your legacy and grow your wealth across every stage of life.
Preserve, Grow, and Protect Your Wealth Now and For Generations to Come.
Whether you're building, growing, or transitioning wealth, our specialists work with executives, entrepreneurs, retirees, and families to bring clarity and intention to every financial decision.
Financial Planning >
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Investment Solutions >
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Tax Planning & Preparation >
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Estate & Gift Planning >
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Insurance Planning & Risk Management >
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
Family Office >
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family's prosperity.
A Wealth of Financial Solutions for Every Employee.
We partner with CHROs, people leaders, and senior executives to design financial programs that support employees at every stage of their career — from first job to retirement.
Financial Planning >
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Retirement Readiness >
Our Retirement Readiness solution proactively engages employees approaching retirement eligibility, evaluating their retirement plans, addressing questions about their company benefits, and identifying key considerations for a smooth transition into retirement.
Executive Financial Counseling for Individuals & Families >
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Retirement Plan Consulting >
Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a competitive retirement plan for your employees.
Change Management Support >
We guide your business and workforce through complex turning points. We ensure that the financial planning requirements of your employees are seamlessly integrated with your broader objectives during pivotal company transitions.
Beneficiary Financial Counseling >
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Running Your Business Isn't Just Business. It's Personal.
From privately-held business owners and medical practice owners to institutional clients, we provide the financial strategy, operational rigor, and transition planning needed to protect and grow what you have built.
Business Owner Financial Planning >
We work with owners of privately-held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families and other stakeholders.
Business Owner Advisory >
We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
Practice Owner Financial Planning >
Specialized planning advice for owners of medical, dental, legal, and other professional service firms.
Transition and Exit Planning >
When it's time to transition your business, every decision matters. We help business owners maximize value by strengthening the human, structural, customer, and cultural capital that makes your company worth more -and built to last.
CFO & Accounting Services >
We provide your business with the financial leadership and operational precision it needs to thrive. From cloud-based accounting solutions to day-to-day payables and reconciliations, we ensure your financial foundation is accurate, efficient, and built to support your broader goals.
ESOP Consulting >
We partner with organizations to navigate the complexities of Employee Stock Ownership Plans. We ensure that ESOP structure, valuation, and transition strategies are thoughtfully aligned with your company's long-term vision and the financial futures of your employee-owners.
Our Practice Works With
We partner with individuals and families across a broad range of professional backgrounds:
- Corporate Executives and Employees
- Business Owners
- Nonprofits
- Entrepreneurs
- Pilots
- Physicians
The clients we serve are builders ... of businesses, of legacies, of communities. Whether that’s for their employees, for their families, or both, we serve as partners to simplify their financial lives so they can focus on building what comes next. "
Jason Waters, Partner & Practice Leader
Meet the Practice
Our practice delivers value and personalized service to clients through integrity, professionalism, and results-driven performance. We work collaboratively to help clients navigate life’s milestones and achieve their financial goals.
Bardstown
713 McDowell Blvd
Bardstown, KY 40004
Bowling Green
1048 Ashley St., Unit 301
Bowling Green, KY 42103
Indianapolis
9045 River Road,
Suite 425
Indianapolis, IN 46240
Elizabethtown
310 Ring Rd.
Elizabethtown, KY 42701
Louisville
2201 High Wickham Place
Louisville, KY 40245
Grand Rapids
161 Ottawa Ave. Suite 114-M
Grand Rapids, MI 49503
Cincinnati North
300 E Business Way, Suite 100A
Cincinnati, OH 45241
Cincinnati South
7845 Kenwood Road, Suite 200
Cincinnati, OH 45236
Cerity Partners in the News
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