Toggle Search Comprehensive Financial Management for Individuals, Businesses and Nonprofits Independent fiduciary advice driven by your unique goals CONTACT OUR TEAM Diverse Solutions for Diverse Financial Needs No two people or organizations are the same, and neither are their financial needs and goals. Executives, individuals and families need comprehensive wealth management. HR professionals want to validate that their compensation, benefit and retirement plans are providing maximum value. Companies and their boards want to ease the financial stress of employees, help their executives simplify their personal financial management, and mitigate fiduciary risk. Nonprofits need help administering their finances in a manner that supports their mission. EXPLORE OUR SERVICES With Cerity Partners, you receive personal service and advice tailored to your specific goals and circumstances. When you partner with us, you work with a team of advisors who are: Truly independent, providing objective recommendations Fiduciaries, acting solely in your best interest Industry-leading experts, representing all areas of financial management Your dedicated, trusted partner, helping coordinate and execute your plan for the long-term Welcome to Cerity Partners. Our name is a modification of the word sincerity, which encapsulates our character and the experience our clients receive. We look forward to working with you. KURT MISCINSKI FOUNDER, CEO & PRESIDENT How We Serve You Our goal is to help you achieve yours. Individuals & Families The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect and preserve your wealth across generations. Human Resource Teams You’ve invested time and resources to design attractive compensation, benefit, and retirement plans for your organization. Our executive financial counseling, financial wellness coaching and retirement plan solutions help employees maximize the value of these plans for their current and future financial well-being. Executives Time is a precious commodity for busy executives. We work with you to simplify your financial life, efficiently bridging your compensation plans with your personal assets for maximum benefit. Think of us as your personal CFO. Business Owners Preparation and maximizing enterprise value are essential when evaluating your future and the future of your business. We work with you to plan a smooth transition, both personally and professionally. Nonprofits, Foundations, & Endowments The success of your mission depends on the preservation and growth of your organization’s financial resources. With our 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. We can help you achieve both by serving as your outsourced CIO, designing modern retirement plans, and providing executive financial counseling. Comprehensive Financial Planning and Consulting Insights Our planning, tax, investment, and retirement specialists provide practical, real-world answers to today’s pressing financial questions. Find the information that matters to you. PRESS RELEASE 23 NOV 2021 Cerity Partners Announces Merger with B|O|S Cerity Partners announces merger with B|O|S, adding new capabilities and West Coast depth to the firm. MONTHLY ECONOMIC & MARKET OUTLOOK 02 NOV 2021 November Economic Outlook Economic growth is beginning to recover from the disappointing third quarter as production keeps up with demand generated by the financially healthy American consumer. Learn... FINANCIAL PLANNING 28 OCT 2021 Why LGBTQ+ Investors Need a Financial Advisor Most financial needs are universal, but a few require the close attention of LGBTQ+ investors. Read more to learn how the following may apply to... Fiercely Independent. Working Strictly For Our Clients. Our company ethos is one of independence and personal service. It’s the core of who we are and why we do what we do. Receiving financial advice driven by your goals – not investment products – leads to better outcomes for you. We believe in . . . Serving our clients, our community, and our colleagues Keeping your goals and investments aligned in an ever-changing world Asking the tough questions Pausing to listen Doing the right thing, every time A Collaborative Team Focused On You 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. Our team includes: Financial planners Tax advisors Investment specialists Retirement plan consultants MEET THE PEOPLE INVESTED IN YOUR SUCCESS A National Firm With Personalized Service We’re proud to help people, businesses and nonprofits across the country. Contact us to find an advisor near you. VIEW ALL LOCATIONS Get Started Now Proper planning is key to your success. Put our planning and advisory expertise to work for you. TALK TO ONE OF OUR EXPERTS Your source for comprehensive financial advice and oversight. 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