ARGI Financial Group, in partnership with Cerity Partners, is a comprehensive financial advisory firm offering a wide range of services to individuals, families, and businesses. With a team of experienced advisors, we strive to develop the best solutions for your complex financial situations. For individuals and families, we provide services such as wealth management, investment solutions, estate and gift planning, financial planning, insurance planning, and tax planning.

We also offer expertise in cross-border financial planning and marital financial planning. Business owners can benefit from our advisory services, including financial planning for practice owners, CFO and accounting services, and business owner financial planning. We also offer workplace solutions such as executive financial counseling and retirement plan advisory.

Nonprofit organizations can rely on our outsourced chief investment office, investment consulting services, and financial administration. Based on our expertise and industry recognition, including being recognized by Barrons, we are dedicated to providing comprehensive financial advice and oversight. Contact us today to learn more about how we can help you achieve your financial goals