Supporting Business Owners Through Every Phase of Ownership

Strategic business planning services that align your company’s success with your personal goals.

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A More Thorough Approach to Business Planning

Our planning aligns strategy, timing, and advisors to help reduce complexity, aiming to minimize risk and improve overall value.

Our Practice Provides

  • Transaction/Exit Planning
  • Growth Planning
  • Tax Planning & Transaction Tax Planning
  • Business Planning
  • Financial Planning
  • Post Transaction Planning
  • Advisory Board Formation
  • Feasibility & Preparedness Assessments

Navigating Business Challenges Is Our Focus

Our practice helps business owners confidently navigate the complexities of transitioning a business by aligning business performance, personal financial security, and long-term goals through a comprehensive, proactive planning process.

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646-928-8775

99 Park Avenue

New York, NY 10016

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.​

Latest Insights

Brett Dearing

Partner

Corporations

Is Your Business Sellable?

July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…

Brett Dearing, Partner

Brett Dearing

Partner

Corporations

How to Bring Your Business Value Up Before You Sell

April 28, 2022 - Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take…

Brett Dearing, Partner

Your Trusted Business Partner Awaits

Connect with Our Practice

Tell us about your business planning needs. Schedule a discovery session to discuss your business planning needs, learn more about our services, and determine how we can assist.

Brett Dearing's headshot

Brett Dearing

Partner

Connect with Our Practice

Call Us: 646-928-8775

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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