A Wealth of Financial Solutions for Every Employee

Impactful advice and comprehensive guidance, our custom solutions are designed to support employees at all career stages.

Businesses seeking to attract and retain top talent are increasingly focusing on offering financial guidance as a complement to traditional benefits. We're dedicated to helping you craft and deliver custom solutions that resonate with your team's needs.


of leaders believe employers should offer financial resources that are unbiased and have employees’ best interests in mind


of C-suite executives don’t fully understand their compensation and benefits packages


of leaders believe employees’ financial stress hurts engagement and productivity at their company

Please see sources at the bottom of the page:

A Tailored Approach to Enhancing Financial Well-Being at All Career Stages

Our workplace solutions are designed to balance the distinct needs of your HR and Benefits teams, senior leaders, and employees, ensuring that every benefit-eligible employee, whether at the start of their career or nearing retirement, has access to personalized financial advice.

The Employer’s Strategic Advantage

We believe that a company’s success is closely tied to the well-being of its employees. With our extensive experience and expertise in workplace benefits, we work alongside you to develop a program that makes your company stand out to existing and future employees.

Explore our additional solutions to integrate in your program

Financial Wellness Education & Coaching

Our extensive solutions are crafted to reduce financial stress in the workforce through customized financial coaching and educational programs. We offer personalized, expert advice, ensuring each employee receives empathetic guidance tailored to their unique financial situation. By prioritizing human connections, we help generate positive financial behaviors and outcomes, enhancing both employee well-being and the workplace environment.

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Change Management Support

Cerity Partners acts as an extension of your HR team, easing the workload during corporate events like mergers, benefits or retirement plan changes, IPOs, divestures, onboarding, and outplacement. We align your employees’ financial planning needs with your company’s broader goals, ensuring a seamless integration through all major organizational transitions.

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Retirement Plan Advisory

Our team specializes in comprehensive retirement plan consulting, focusing on enhancing both organizational financial health and employee well-being. We provide expert guidance on a variety of plans, including:

  • Nonqualified Deferred Compensation
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Pooled Employer Plans
  • Employee Stock Ownership Plans

Our approach is designed to build better outcomes for your company and its employees. Discover how our team can help transform your retirement plan strategy and drive success.