Cerity Partners is a prominent independent financial advisory firm specializing in comprehensive wealth management and financial planning services for high-net-worth individuals, businesses, and nonprofit organizations. Founded with a client-first philosophy, the firm provides objective, fiduciary advice without product sales or commissions, ensuring complete alignment with client interests. Within the financial services industry, Cerity Partners is recognized for its customized planning solutions that integrate investment management, tax strategy, estate planning, and retirement planning under one umbrella.

Their team of seasoned financial professionals includes Certified Financial Planners™ (CFPs), CPAs, and former tax attorneys, enabling them to address the complex financial needs often associated with affluent individuals and institutions. Cerity Partners stands out for its cross-disciplinary approach, drawing on deep industry knowledge to deliver holistic advice tailored to each client’s circumstances. Committed to transparency and long-term relationships, they prioritize education and collaboration in every client engagement. With offices nationwide, including its strategic New York City location, Cerity Partners also contributes to financial literacy and community initiatives through various programs and thought leadership. The firm continues to grow through strategic acquisitions, expanding its expertise and reach without compromising its core mission.

Website: https://ceritypartners.com/

Key Services:

– Comprehensive wealth management for individuals and families
– Investment management and portfolio design
– Tax planning and compliance strategies
– Estate and legacy planning
– Retirement and benefits planning
– Financial planning for business owners and executives
– Institutional consulting for corporations and nonprofit organizations