Cerity Partners Management LLC is a national wealth management and investment advisory firm founded in 2009 and structured as a private partnership. The firm operates across multiple offices in the United States, serving high-net-worth individuals, families, businesses, and nonprofit organizations.
The firm's advisory model is built around comprehensive financial oversight rather than investment management alone. Its services span wealth management, tax planning and preparation, estate and gift planning, business owner advisory, corporate retirement plan consulting, and workplace solutions. To deliver this, Cerity Partners assembles cross-disciplinary teams that include attorneys, tax advisors, financial planners, and investment professionals, coordinating across those disciplines on behalf of each client.
Cerity Partners operates on a fiduciary basis, with a client-first approach that emphasises objective advice and transparency. The firm positions itself as a place where talented financial advisors can build their practice within a structure that supports integrity and a broad, holistic approach to client service.
