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Cerity Partners
Your trusted partner for comprehensive financial planning and practice management solutions.
5(5 reviews)
Business
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Your trusted partner for comprehensive financial planning and practice management solutions.
Cerity Partners is a premier financial planning and consulting firm based in Arlington, TX, specializing in serving dental professionals and businesses. With a stellar 4.8/5 rating, we provide personalized advice on personal finance, practice administration, valuations, and long-term strategies. Our team, including experts like Wendy Kelly, CFP, offers invaluable support to help clients achieve their financial goals and thrive in both practice and personal life. Trust us for dedicated, responsive service that goes above and beyond.
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Tailored strategies for wealth management, retirement, and personal finance goals.
Expert guidance on dental practice operations, staffing, and cost-saving measures.
Accurate assessments for practice purchases, sales, and financial planning.
Comprehensive plans to balance short-term needs with future financial objectives.
Ongoing support for office finances, budgeting, and growth strategies.
As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!
We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!
We have worked with Paladini over the last few years and it's been an amazing experience! Wendy has become a trusted advisor and constantly provides valuable insight, cost savings, and planning strategies that make a meaningful difference. We highly recommend and spread the word whenever someone is looking for a partnership that balances both reaching short-term goals while achieving long-term goals.
I have entrusted my practice and personal finances with Paladini Financial Management since 2014. I could not imagine working with anyone else. I had a very bad impression of financial planners after leaving Cain & Watters and they completely turned me around. I completely trust their advice and they have helped me achieve things I could not have done on my own. Wendy Kelly has been invaluable with her advice and a variety of topics ranging from personal finance, to practice administration and even staffing issues. My practice and personal finances are stronger and healthier because of her. The combined experience and knowledge of everyone at Paladini Financial Management is amazing. If you are looking for a financial planning firm that will go above and beyond, look no further.
Wendy with Paladini financial has been so great and supportive of me and my dental business!! I’ve been working with her since I bought my dental practice four years ago and she has been like a friend to me and a trusted advisor. She helps me stay in top of all things financial for the office and my personal financial planning as well. When I purchased the practice, I also worked with Johnny to provide a valuation to see if I should purchase this practice. All my experiences have been positive with them, and I never hesitate to call and ask them for advise... even on non-financial things as they have such a great resource to draw from with clients all over the country (I asked for advice on where to get marketing help and IT support).
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