Cerity Partners is a nationally recognized full-service wealth management firm offering comprehensive financial services to individuals, businesses, and nonprofit organizations. In Indiana, the firm has a significant presence with two offices located in Indianapolis.
In October 2024, Cerity Partners expanded its Midwest presence by merging with SBC Wealth Management, an Indianapolis-based firm with over 40 years of experience. This partnership added approximately $1 billion in assets under management to Cerity Partners and further enhanced their wealth management offerings for affluent individuals and businesses in the region.
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