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

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.

Johnson & Johnson

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General Electric

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Brown-Forman

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YUM! Brands

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Independent Pilots Association

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Mortenson Dental Partners

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Cincinnati Children's

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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.

Our integrated wealth planning solutions connect your current financial landscape to your future while simplifying the day-today management of your finances.

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.

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.

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

Neil Quinlan

Partner & Head of Operations

Carlie Palmer

Principal

Joe Tichenor

Partner

Dan Cupkovic

Partner

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 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.

Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Joseph Matus, Principal

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal and Rita Lee

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

James Lebenthal and Rita Lee

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

Call us to Schedule: (502) 753-0609

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!

Request an Introduction

Cerity Partners provides financial planning and advisory services to employees of the companies listed above. For some companies, Cerity Partners has formal agreements to provide workplace financial counseling or advisory services. These companies are not affiliated with and do not endorse Cerity Partners. The listing of these companies is for informational purposes only and does not constitute a testimonial or endorsement of our services.

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

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