As we reflect on the year gone by, we're filled with gratitude for the opportunities and relationships that shaped 2024. Looking ahead, we are excited for what 2025 holds. Wishing all our colleagues, clients, and partners health, happiness, and prosperity in the year to come.
Cerity Partners
Financial Services
New York, NY 27,726 followers
All the experts. One point of contact. Objective financial advice. Tailored to you.
About us
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
- Website
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http://www.ceritypartners.com
External link for Cerity Partners
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Investment Advisory, Wealth Planning, Tax Advisory, Private Capital Finance, Business Advisory Services, Financial Wellness, Wellness Coaching, Retirement Plan Advisory, Executive Financial Counseling, Executive Financial Planning, Family Office, OCIO, Financial Planning, Estate Planning, and Workplace Solutions
Locations
Employees at Cerity Partners
Updates
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Cerity Partners' Chief Technology Officer, Stefan Ludlow, joins The CRM Success Show to discuss how technology drives efficiency in mergers. Tune in to hear Stefan's insights on building scalable solutions and fostering seamless client experiences. Check it out:
Founder of Gluon Digital - Official carrier of the Strongƒorce ™ | Author of "Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices"
The latest episode of The CRM Success Show with Stefan Ludlow, CTO of Cerity Partners is now live! Check it out! https://lnkd.in/e2hFhi9p Khero Witey
#7 Stefan Ludlow : Cerity Partners - Mergers and Acquisitions - The CRM Success Show
crmsuccess.show
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Cerity Partners’ Chief Solutions Officer, Thomas Cohn, CFA, shares his insights with WealthManagement.com on how private markets are reshaping wealth management strategies for outsized growth. In the article, Tom discusses our investment philosophy, portfolio strategies, and the increasing importance of private credit and private equity in delivering value for high-net-worth clients. Read more about our approach and Tom’s perspective: https://lnkd.in/gTpKRHuk #CerityPartners #WealthManagement #PrivateMarkets #FinancialPlanning
💡 Private Markets: A Key to Growth? Cerity Partners is doubling down on private markets, seeing them as a catalyst for outsized growth. In this latest http://spr.ly/6040Q4ZX6 article, discover how Cerity Partners’s strategic focus on alternative investments aims to deliver unique opportunities for their clients. 🔍 Explore their approach: http://spr.ly/6049Q4Znh 💬 Are private markets a game-changer for portfolio growth in today’s environment? Share your perspective in the comments! #AlternativeInvestments #PrivateMarkets #WealthManagement #FinancialAdvisors
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As companies reimagine their benefits strategies in 2025, personalization and inclusivity emerge as key drivers of employee satisfaction and engagement. Katie Pfeifer, CFP®, our Head of Workplace Solutions, shared her insights in a recent article, emphasizing the importance of offering benefits that address employees’ entire financial picture. Read more about Katie’s perspective and how companies are redefining benefits to support their employees’ financial well-being. https://lnkd.in/gB2iqpvg #EmployeeBenefits #FinancialPlanning #HRInsights #WorkplaceSolutions
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We’re excited to share that Cerity Partners is combining with Fishman, Block + Diamond LLP. The addition of Fishman Block + Diamond, LLP will deepen Cerity Partners’ tax offerings, while providing high-net worth clientele with an expanded suite of tax, family office and business management capabilities. https://lnkd.in/gn6VyDXc
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Cerity Partners’ Christopher Burrows shares his perspective in LinkedIn Finance Files on the growing momentum behind private credit and its potential for transformative growth in 2025. Discover the bold ideas shaping finance in 2025: https://lnkd.in/g-YYjKwm #CerityPartners #Finance2025 #PrivateMarkets
The Big Ideas in Finance in 2025: alternatives rally, fintech funding returns, and a money laundering crackdown
LinkedIn News on LinkedIn
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We’re honored to be named one of the 2024 Best RIAs to Work For by Financial Planning and Best Companies Group! This recognition reflects our firm's commitment to fostering a culture of collaboration, innovation, and excellence for our colleagues and clients alike. Thank you to our incredible team for making Cerity Partners a great place to work. #CerityPartners #BPTW Learn more here: https://lnkd.in/dJgzxwpR
Is an RIA a great place to work? Depends which one you’re talking about. Here’s our official ranking of the top 52 in the country. “The number one thing that's going to come into play is culture,” said Diamond, vice president of Diamond Consultants. “Usually when we talk to advisors about what would make one workplace more attractive than another, whether it's a wirehouse or an RIA, it's usually culture and economics.” #RIA #workculture #workplaces #wealthmanagement #financialplanning
The 52 best RIAs to work for
financial-planning.com
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Discover how Trump’s re-election, policy shifts, and economic momentum are shaping markets in our December 2024 Outlook. Gain insights on inflation, equity trends, and bond market dynamics. Read more here: https://lnkd.in/g2hxxGww #CerityPartners #EconomicOutlook #InvestmentInsights
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Want to gift beyond Giving Tuesday? Charitable vehicles such as private foundations, donor-advised funds, and charitable remainder trusts can make your giving more tax-efficient. https://lnkd.in/eeVWAMRB #GivingTuesday
A Guide to Charitable Gifting Options | Cerity Partners
https://ceritypartners.com