The Difference Between Financial Advisors at RIAs and Broker-Dealers
Navigating Life's Biggest Financial Decisions, Together
Our comprehensive approach to wealth management provides everything you need under one roof.
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
- Estate & Gift Planning
- Tax Planning & Preparation
- Insurance Planning & Risk Management
- Investment Advisory for Nonprofit Organizations
Meet the Practice
Our Alpharetta practice is led by Thomas F. Jones, Partner, and Shane Smith, Senior Principal Wealth Advisor, bringing together more than 45 years of combined wealth management experience to serve individuals, families, and business owners across North Georgia.
Together, they guide clients through every stage of their financial journey, from investment management and retirement cash flow to insurance and estate planning, with a shared commitment to building lasting relationships rooted in the community they call home.
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.
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.
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.
Investment Advisory for Nonprofit Organizations >
Impactful advice and extensive oversight for foundations, endowments, and charities.
Who We Serve
Our Alpharetta practice specializes in serving busy professionals and multigenerational families across North Fulton and Cherokee County. Many of our clients are navigating the financial complexities that come with significant career success, business ownership, or family wealth spanning generations. We take the time to understand what matters most to you, then build a plan that reflects it, all while staying connected to the North Georgia community we call home.
- Entrepreneurs
- Executives and Professionals
- Business Owners
- MULTIGENERATIONAL FAMILIES
- FAMILIES BUILDING LONG-TERM WEALTH
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