Cerity Partners of Austin

Cerity Partners of Austin is a financial planner in Austin, TX, located at 3108 N Lamar Blvd b100. The firm provides comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations. It holds a 5.00 rating based on customer reviews.

The firm employs a team of specialists, including financial planners, investment professionals, tax advisors, and retirement plan consultants. They offer integrated planning solutions designed to grow, protect, and preserve wealth across generations. Services include estate and wealth transfer strategies, tax optimization, and the preparation of personal, trust, and business tax returns. For business owners, the firm provides exit planning, transition management, and specialized advisory services for professional service firms in medical, dental, and legal sectors. Additionally, they offer family office services, executive financial counseling, and beneficiary counseling to assist families navigating the financial challenges of a loved one's death.

Cerity Partners of Austin also assists corporations through retirement plan consulting. Their consultants work with defined contribution plans, serving as 3(21) co-fiduciaries or 3(38) fiduciary investment managers. They provide fiduciary training, analyze fee structures to identify cost-saving opportunities, and assist with plan design and administration to drive retirement readiness. The firm’s approach is objective, with a fiduciary duty of care and loyalty to clients.

The firm is known for its objective advice and its team of professionals who maintain a fiduciary duty of care and loyalty to their clients. Cerity Partners of Austin provides specialized financial guidance for high-net-worth individuals and business owners throughout the Austin area.

The firm is situated on North Lamar Boulevard, a main road located just 19 meters from the address. It is about 0.1 miles from Bailey Neighborhood Park and 0.2 miles from the Shoal Creek Greenbelt.

BizScoreAI gives the website a Content Quality score of 100 out of 100, which means the content clearly answers customer questions and describes pages well enough for AI assistants to quote directly. The site receives a Technical score of 96 out of 100.

Services:

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