Wealth management and investment consulting firm Cerity Partners has merged with Fort Worth-based wealth management firm Karsten Advisors.
This is the second merger for Cerity Partners of 2019, bringing the firm to nearly USD22 billion in assets under advisement and eight offices nationwide.
Led by President and CIO Tom Karsten, Karsten Advisors provides comprehensive wealth management advice, including tax planning and preparation.
“Cerity Partners has proven to be the perfect partner for our firm – we share a core culture and philosophy that true financial advice extends to all aspects of a client’s financial life,” says Karsten. “Much like Karsten Advisors, Cerity Partners offers clients access to financial planners, CPAs and other professionals to ensure that they receive a comprehensive plan that addresses their complete financial situation. This is a concept that is central to how we developed our practice and was an absolute necessity when finding a partner.”