Cerity Partners has merged with Cordant Wealth Partners, an Oregon-based registered investment adviser specializing in financial planning and investment management. The partnership marks Cerity Partners’ entry into Oregon, extending the firm’s national footprint in the Pacific Northwest.
“Cordant Wealth Partners represents exactly the kind of firm we look for in a partner — deeply client-centric, fiduciary in everything they do, and genuinely expert in a niche that matters to a growing segment of high-net-worth clients,” said Claire O’Keefe, partner and head of partner development at Cerity Partners. “Will, Isaac and their team have built something truly special in Portland, and we couldn’t be more excited to welcome them to the Cerity Partners family.”
“Joining Cerity Partners is a transformative step for our team and our clients,” said Isaac Presley, president and CEO of Cordant Wealth Partners. “Cerity Partners gives us the resources and expa
