Financial Management for Individuals, Families, Companies & 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 and simplifIed client experience. Rather than coordinating with multiple advisors to paint your financial picture, you'll have ONE dedicated team supported by in-house specialists working together to support your financial journey.

Our Practice Provides

  • Investment Solutions
  • Financial Planning
  • Estate & Gift Planning
  • Tax Planning & Preparation
  • Insurance Planning & Risk Management
  • Business Owner Advisory
  • Investment Advisory for Nonprofit Organizations
  • Workplace Solutions
  • Retirement Plan Consulting

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.

Meet Our Full Practice Request an Introduction
(502) 753-0609

Bardstown

713 McDowell Blvd
Bardstown, KY 40004

Bowling Green

1048 Ashley St., Unit 301

Bowling Green, KY 42103

Castleton

5750 Castle Creek Pkwy N. Dr., Suite 170

Indianapolis, IN 46250

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

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 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 minimizing 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.

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.

Investment Advisory for Nonprofit Organizations >

Impactful advice and extensive oversight for foundations, endowments, and charities.​

Executive Financial Counseling >

Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.

Personal Financial Planning >

Financial well-being is deeply personal. At Cerity Partners, we recognize that the financial complexities faced by employees vary, often less intricate than those of executives. Our Personal Financial Planning services are specifically tailored to evolve with the unique needs of your employees, ensuring they are well-equipped for both career progression and retirement planning.

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 premier retirement plan for your employees.

Financial Coaching >

A financial coach is very similar to an athletic coach, helping you fine tune your skills and progress towards your goals. We build a foundation of basic financial education, providing you and your employees with empowerment to make financial decisions that best fit your needs.

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

October 13, 2025 - When building a diversified portfolio, there's a good case to be made for including international stocks.

Joseph Matus, Principal

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.

Jason Waters's headshot

Jason Waters

Partner & Practice Leader

Connect with Our Practice

Call Us: (502) 753-0609

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!

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