Library
ceritypartners.comCrawled Oct 25, 2026
Product
6 pages- 6 Reasons to Integrate Your Employer-Sponsored Benefits into Your Financial Plan/integrate-employer-benefits-financial-plan
The page outlines how integrating employer-sponsored benefits like HSAs, 401(k)s, and NQDC plans can enhance tax savings and wealth transfer.
- Cerity Partners + Schwab/cerity-partners-schwab
- Generac/generac
- Ignite/ignite
Blog
6 pages- 5 Traits That Set an Exceptional Financial Advisor Apart/insights-5-traits-that-set-an-exceptional-financial-advisor-apart
Cerity Partners assists clients in evaluating whether their advisor meets their standards.
- From Layoffs to Financial Security: How Tech Leaders Can Thrive During Uncertainty/how-tech-leaders-can-thrive-during-uncertainty
Cerity Partners provides customized financial planning solutions for technology executives.
- Investment Decisions: The Impact of Emotion and Behavioral Bias/investment-decisions-emotions-behavioral-bias
The page examines how emotions and behavioral biases affect investment decisions and offers strategies to mitigate their impact.
- Navigating Global Real Estate: The Guide for International Families/insights-owning-real-estate-abroad-international-family-guide
Unravel the complexities of owning and managing real estate abroad as an international family. From taxes to estate planning, discover essential insights into renting out, selling, and legacy planning.
Press
6 pages- Awards/awards
- Cerity Partners Announces Merger with Graypoint/news/cerity-partners-merges-with-graypoint
Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it has merged with Graypoint, an Albany, NY–based financial advisory firm
- Cerity Partners Recognized as One of Louisville Business First's Best Places to Work/news/louisville-business-firsts-best-places-to-work
- Cerity Partners Unifies Financial Services, Delivering Smarter Wealth Management/news/cerity-partners-unifies-financial-services-delivering-smarter-wealth-management
By combining independent advice with a full spectrum of wealth management services, Cerity Partners is helping clients turn complexity into opportunity.
Careers & Hiring
2 pages- Careers/careers
Cerity Partners lists open career opportunities.
- Join Our Partnership/join-our-partnership
Cerity Partners offers partners an extensive suite of services beyond standard wealth management to better serve and develop clients.
Team
6 pages- Erika Gunbeyi/team/erika-gunbeyi
Erika is a Senior Associate in the Virginia office.
- Gerry Larr/team/gerry-larr
Gerry is a Partner in the Orange County office and has over twenty-five years of experience in the investment management and financial services industry.
- Jacqueline Martin/team/jacqueline-martin
Jacqueline is an Associate in the Virginia office.
- Team/team
Cerity Partners employs a team of wealth management experts.
About
1 page- About us & our mission/about
Cerity Partners aims to improve the financial well-being of individuals, families, businesses, and nonprofit organizations.
Contact
4 pages- Book a Meeting/book-a-meeting
Cerity Partners is a national wealth management and investment advisory firm that provides comprehensive financial advice and oversight to high-net-worth individuals and their families, businesses and their employees, institutions and nonprofit organizations.
- Contact/contact
Contact Cerity Partners for Financial Management services for Individuals, Businesses, and Nonprofits.
- Denver Belleview Contact Thank You/denver-belleview-contact-thank-you
- Locations/locations
Cerity Partners provides locally tailored wealth management services across the United States.
Homepage
1 page- Homepage/
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.