Transition your business. Plan for life.

Your Business. Your Life. Your Legacy.

Powered by the global resources of UBS, Certus Financial Group helps middle market business owners align their business interests with their personal, family, and financial goals.  Whether you are contemplating retirement, seeking growth through mergers, or planning the next phase of your entrepreneurial journey, our dedicated team is here to help navigate the complexities of ownership transition.

At Certus Financial Group, our clients are busy, successful professionals who depend on us to anticipate their needs and help manage their financial world so they can attend to life’s other important priorities. We bring a mix of exit planning insight, disciplined financial planning and institutional investment management experience to each relationship. Collectively, we have spent decades advising our clients in both private and public markets so there is very little we have not seen.

We understand the importance of coordinating with your other professional advisors to deliver one integrated approach. With the personalized touch of a boutique family office and the resources of a global wealth management leader, we aim to be the trusted source for advice and solutions across every stage of life.