On October 28, 2024, Cerity Partners announced a merger with Paladini Financial Management.
Cerity Partners LLC (“Cerity”) announced on October 28, 2024, that it merged with Paladini Financial Management, Inc. (“Paladini”). Founder Matt Paladini is now a partner at Cerity Partners based in the Dallas-Fort Worth Metroplex. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is an independent wealth management firm serving high-net-worth individuals and families, as well as businesses and nonprofit organizations. As of September 2024, Cerity had $64 billion assets under management.
Paladini, based in Arlington, Texas, is a planning and investment advisory firm that primarily serves dental professionals and high-net-worth individuals. As of October 2024, Paladini had approximately $168 assets under management. DeVoe & Company served as financial advisor to Paladini on the transaction.
To read the press release: please click here.