Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
An innovative approach for helping your executives maximize the value of your compensation and benefit plans
of executives would gain greater peace of mind if all financial counseling services were provided by one partner
of C-suite executives don’t fully understand their compensation and benefits packages
of executives say that financial challenges cause them the most stress
You invest significant time and resources designing competitive compensation and benefits offerings. They’re arguably a talent retention necessity and executives’ largest source of financial stability and wealth creation. But many individuals lack the time or in-depth knowledge to fully integrate these offerings into their financial plans.
How can you help your executives appropriately and fully utilize their benefits and boost your ROI in the process? With Executive Financial Counseling.
Executive Financial Counseling provides your senior leaders with the personalized advice they need plus a more efficient way to manage their financial lives—giving them more time to focus on your organization’s long-term growth and profitability.
One dedicated contact who serves in the executive’s best interest and tailors goals to their unique financial situation.
Helping executives fully utilize their benefit and compensation packages increases their appreciation of your organization.
We listen first before offering solutions. Our clients receive objective advice tailored to their specific financial goals and priorities.
Our objective advice and extensive oversight help ensure compliance with tax laws and other regulations.
We have broad and deep wealth planning, investment, and tax expertise.
Our senior advisors have extensive investment, law, tax, financial planning, and wealth management experience.
With their financial concerns addressed, executives can focus on their professional responsibilities.
We serve as a dedicated resource for your executives, enabling your HR and benefits teams to concentrate on their other priorities.
Our clients achieve success through focus, diligence and dedication. We help them define their purpose and what matters most to them. Our collaboration includes crafting a goals-based framework that articulates their financial aspirations, priorities, and acceptable risks in order to plan, invest and maximize their legacy.Doug Bonaquist, Partner & Head of Corporate Business Development
Doug Bonaquist, Partner & Head of Corporate Business Development
Executives work one-on-one with a dedicated counselor who has extensive knowledge of executive compensation and the vital role it plays in an individual’s current and future financial landscape.
Together, they’ll create a customized, comprehensive wealth management plan that encompasses every aspect of the executive’s financial life:
Executive Financial Counseling for Individuals >
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Executive Financial Counseling as a Corporate Benefit >
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.
Beneficiary Financial Counseling >
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.”
Retirement Plan Advisory >
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 Wellness Coaching >
Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.
EFC benefit is announced, and Cerity Partners advisors schedule introductory calls with eligible executives
Cerity Partner advisor and executive discuss goals, concerns and priorities, and executive provides materials for review
Cerity Partner advisor and executives discuss various planning topics: CP advisor makes recommendations and emails summary
Cerity Partner advisor explains the benefit in more detail and executive elects the services
Cerity Partner advisor examines the materials and schedules a meeting within four weeks of receiving the information
Cerity Partner advisor and executive meet no fewer than 4 times per year
Partner, President & CEO
Partner & Chief People Officer
Partner & Market Leader
Partner & Chief Equity Strategist
Partner & Head of Practice & Business Analytics
Partner & Head of Partner Development
Partner & Chief Client Officer
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to
resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.