Cerity Partners, a leading independent wealth management and advisory firm, today announced its merger with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing 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.