Announced
Completed
Synopsis
Cerity Partners, an investment advisor that offers financial planning to individuals, families, businesses and nonprofit organizations, completed the merger with Oak Hill Wealth Advisors, a wealth management firm. Financial terms were not disclosed. This partnership will expand Cerity Partners’ footprint in the Washington, DC market, enabling the combined firm to enhance offerings for high-net-worth families, including generational wealth planning, financial and retirement planning, and investment management services.
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