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Cerity Partners - Portland

EST. AUM
$370,502,204

CONTACTS

CLIENT ACCOUNTS
999

Firm Details

Metro area Portland, OR
CRD Number 152395
Website ceritypartners.com
Client types

Overview

Cerity Partners - Portland (formerly Cordant Wealth Partners) is a Portland, Oregon-based fee-only RIA founded in 2010 by William Anfuso, specializing in financial planning for technology-industry employees, including equity compensation (RSUs, ESPPs, deferred comp), mega-backdoor Roth strategies, and equity diversification. In July 2026, Cordant Wealth Partners merged with Cerity Partners, marking Cerity's entry into the Oregon market, and now operates under the Cerity Partners name.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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