Wealth Management for Individuals, Families & Nonprofits

Our comprehensive approach to wealth management provides everything you need under one roof.

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A More Thorough Approach

Successful wealth management considers every aspect of your finances. We offer a full spectrum of coordinated services to preserve, grow, and transfer prosperity.

Our Practice Provides

  • Investment Solutions
  • Financial Planning
  • Cross-Border Financial Planning
  • Tax Planning & Preparation
  • Insurance Planning & Risk Management
  • Estate & Gift Planning

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.

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(415) 671-4145

San Francisco

345 California Street

San Francisco, CA 94104

Reston

1900 Campus Commons Drive, Suite 500

Reston, VA 20191

What You Can Expect

Cerity Partners clients benefit from a team of specialists working in concert on every aspect of their financial plan.

Independence

Our advisors draw upon the universe of available solutions to the extent they can be leveraged in your interest. We are not bound to any one solution.

Exceptional Talent

Our collaborative culture, broad capabilities, and commitment to high standards have helped us attract experienced professionals from across the wealth management industry.

Stewardship

We explain relevant wealth management issues and solutions, providing full transparency on all terms, risks, and expected outcomes.

Thought Leadership

Our firm's specialists provide timely insights on the most opportune and challenging financial topics of the moment.

Scale with Personalization

Cerity Partners is proud to be one of the fastest-growing RIAs. We create economies of scale across our practice-lower cost structures on investments, exclusive access to private investing, and advanced research and technology. Our rich resources enable advisors to do their best work.

Diversity

The diversity of our perspectives enables us to work with a wide variety of needs and meet our clients where they are.

Our Practice Provides

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.

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.

Cross-Border Financial Planning >

Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.

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.

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.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

January 5, 2026 - We have a generally positive economic outlook entering 2026, with solid GDP growth driven by consumer spending, manageable inflation, stable employment despite modest job creation…

Joseph Matus, Principal

Ty Parrish

Partner

Corporations

Establishing Sound Retirement Plan Governance

January 12, 2026 - As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall…

Ty Parrish, Partner

Ben Pace and Joseph Matus

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Ben Pace and Joseph Matus

Your Trusted Financial Partner Awaits

Connect with Our Practice

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you.

Andrew Fisher's headshot

Andrew Fisher

Partner

Call us to Schedule: (415) 671-4145

Connect with Our Practice

Call Us: (415) 671-4145

Let’s get to know each other. Schedule your discovery session to discuss your financial planning needs, learn more about what we offer, and determine whether we’re the right fit for you!

Request an Introduction

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