Cerity Partners of Austin

Cerity Partners of Austin is a financial planner in Austin, TX, providing custom-tailored wealth management for individuals, families, corporations, and nonprofit organizations. The firm serves high-net-worth individuals, business owners, and institutional clients with integrated planning solutions designed to grow, protect, and preserve wealth across generations. Its specialists offer practical answers to pressing financial questions through services that include investment management, estate and gift planning, tax strategy, and retirement planning. The firm holds a 5.00 rating based on customer reviews.

The practice operates with a fiduciary duty of care and loyalty to clients, emphasizing objective advice driven by unique goals. For individuals and families, the firm provides trust services including trust administration, estate administration, special asset management, and various trust structures such as asset protection, irrevocable life insurance, and special needs trusts. It also offers business owner advisory services focused on transition planning, helping owners of privately held businesses create exit strategies that enhance enterprise value and mitigate tax liabilities. Additionally, the firm provides CFO and accounting services, including forecasting, modeling, and financial management, working alongside or in place of CFOs to identify operational efficiencies and strategic opportunities. The team includes partners such as Ben Pace, Joseph Matus, Darrick Priester, James Lebenthal, Brett Dearing, and Kevin Dorwin, who contribute to economic outlooks, risk management, market strategy, and estate planning.

The office is located on North Lamar Boulevard, a short distance from Bailey Neighborhood Park and the Shoal Creek Greenbelt. It is also situated near St Andrew's Episcopal School and the West 29th Street Bridge, placing the firm in a convenient area for clients traveling from different parts of the city.

The firm is known for its positive rating from customers who have reviewed its services. This reputation reflects the quality of the objective, fiduciary-based advice it provides to its diverse client base.

Cerity Partners of Austin combines deep expertise in wealth protection and business transition planning with a local presence on North Lamar Boulevard, serving the financial needs of Austin's professionals and families.

Services:

• Corporate Venture Capital
• Estate and Gift Planning
• Investment Solutions
• Retirement Plan Consulting
• Tax Planning & Preparation
• Wealth Management