Cerity Partners

Founded in 2009, Cerity Partners is a national registered investment-advisory firm that provides a wide range of financial services, including investment management, financial and retirement planning, tax services, and estate planning. The company operates on a partnership model, serving high-net-worth individuals, families, and institutional clients. Cerity Partners has grown significantly through a series of strategic acquisitions of other advisory firms across the United States, expanding its national footprint and service capabilities.