Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Ill.. This strategic partnership expands Cerity Partners’ presence in the Midwest and enhances the combined firm’s ability to deliver holistic financial planning and customized portfolio management to high-net-worth individuals, families and business owners. Edge Financial Advisors will operate under the Cerity Partners name.
Founded in 2005, Edge Financial Advisors takes a comprehensive approach to wealth management. The firm specializes in integrating tax management, investment strategies and business planning to provide clients with clarity and confidence.
By joining Cerity Partners, Edge Financial Advisors ensures that its wellbeing philosophy is supported by a robust, national platform. Clients will continue to receive the personalized, service they have come to expect, now augmented by Cerity Partners’ expansive capabilities in inst
