Cerity Partners

Cerity Partners serves high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. It provides advice, comprehensive oversight, and fiduciary duties that extend well beyond investments. The firm partners with industry experts to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners, and investment professionals.


Individuals & Families

Cerity offers integrated planning solutions to grow, protect and preserve your wealth across generations.

Human Resource Teams

Cerity offers executive financial counseling, financial wellness coaching, and retirement plan solutions to help employees maximize the value of these plans for their current and future financial well-being.


Cerity works with you to simplify your financial life, efficiently bridging your compensation plans with your personal assets for maximum benefit. 

Business Owners

Preparation and maximizing enterprise value are essential when evaluating your future and the future of your business. Cerity works with you to plan a smooth transition, both personally and professionally.

Nonprofits, Foundations, & Endowments

With Cerity's extensive financial oversight, you can confidently perform your noble work today and for years to come.

Boards of Directors and Plan Sponsors

One of your key objectives is to maximize outcomes while minimizing risk. Cerity can help you achieve both by serving as your outsourced CIO, designing modern retirement plans, and providing executive financial counseling.