Financial Advisors
Austin, TX
Cerity Partners is a comprehensive wealth management firm serving high-net-worth individuals, families, business owners, and institutional clients from their Austin location. Their team of planning, tax, investment, and retirement plan specialists provides integrated financial solutions including wealth management, investment advisory, estate planning, tax optimization, business succession planning, and family office services. They emphasize objective, goal-driven advice tailored to complex financial situations and serve clients ranging from executives and practice owners to nonprofit organizations.
Ideal for: High-net-worth individuals, Business owners and entrepreneurs, Practice owners (medical/dental/legal professionals), Executives and senior leaders, Families with complex estates
Service area: Austin, TX and surrounding areas
Comprehensive Specialist Team: Multi-disciplinary team including planning, tax, investment, and retirement specialists who provide integrated solutions across all aspects of wealth management.
Specialized Practice Sectors: Dedicated expertise for business owners, practice owners (medical, dental, legal), executives, and high-net-worth families navigating complex financial transitions.
Fiduciary Commitment: Operates under fiduciary duty of care and loyalty, emphasizing objective advice and client interests above commissions.
Address: 3108 N Lamar Blvd b100, Austin, TX 78705
Phone: (512) 886-4114
Website: ceritypartners.com
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