Cerity Partners

Cerity Partners is a financial advisory firm offering comprehensive advice and oversight to individuals, families, corporations, institutions, and non-profits. The firm says its advisors draw on their experience and expertise, as well as the knowledge of colleagues, to address clients’ complex personal and professional financial situations. Covenant Partners has merged with Cerity Partners, bringing the two firms together.

For individuals and families, services include wealth management, investment and capital solutions, financial planning, tax planning and preparation, estate and gift planning, insurance and risk management, trust services, and family office support. The firm also provides specialized guidance for business owners, women, athletes, spouses and partners, and cross-border clients and expatriates. Corporate offerings include workplace solutions, executive and beneficiary financial counseling, retirement plan consulting, defined benefit and defined contribution services, and corporate venture capital. For institutions, Cerity Partners provides outsourced chief investment officer services and institutional consulting.

The firm also shares financial insights, news, and webinars, and offers a Concierge Program that connects prospective clients with an advisor through a complimentary introductory meeting. Its website lists locations across numerous U.S. states.