Cerity Partners expands into Oregon with Cordant Wealth merger

Cerity Partners has merged with Cordant Wealth Partners, an Oregon-based registered investment adviser specialising in financial planning and investment management. This partnership marks Cerity Partners’ entry into Oregon, extending the firm’s national footprint in the Pacific Northwest.

Founded and headquartered in Portland, Cordant Wealth Partners has built a distinct reputation serving tech industry employees and providing deep expertise in the complex financial landscape unique to tech compensation. This includes restricted stock units, employee stock purchase plans, deferred compensation, mega-backdoor Roth strategies, and equity diversification.

“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 at Cordant Wealth Partners. “Cerity Partners gives us the resources and expanded capabilities to serve all our clients at an even higher level. And for our clients who are navigating complex tech compensation and equity decisions, the expanded capabilities we now have access to are genuinely game-changing.”

“We have always believed that our clients deserve the very best: the most sophisticated planning, the deepest expertise, and a team invested in their long-term success,” said William Anfuso, founder of Cordant Wealth Partners. “Cerity Partners gives us the resources to deliver all that and more.”

Re-disseminated by Wealth and Society