#United States #Rockville #Wealth Management #Cerity Partners #SOL Capital Management

Cerity Partners Merges with SOL Capital Management

On January 8, 2026, Cerity Partners, a prominent independent wealth management firm based in the United States, made headlines by announcing its merger with SOL Capital Management, an investment advisory firm located in Rockville, Maryland. This strategic alliance aims to strengthen Cerity's investment and advisory services, effectively expanding their operations and enhancing client offerings in Maryland and the greater Washington, DC metropolitan area.

A Strategic Partnership

Cerity Partners is recognized for its comprehensive financial planning services tailored for high and ultra-high net worth individuals, families, business owners, and nonprofit organizations. By merging with SOL Capital, which has been operational since 1987, Cerity seeks to integrate SOL's commitment to disciplined investment management and strong client relationships into its expanding portfolio.

Claire O'Keefe, Partner and Head of Partner Development at Cerity, expressed optimism about the merger, stating, "SOL Capital Management's experienced team is dedicated to serving the best interests of their clients for generations to come, which aligns strongly with Cerity Partners' vision. Together, we are well-positioned to deliver sophisticated solutions for our clients across multiple markets."

SOL Capital Management Overview

Founded in 1987, SOL Capital Management has developed a solid reputation for its long-term investment strategies and risk-aware portfolio construction. The firm primarily focuses on high-net-worth and ultra-high-net-worth clients, providing tailored portfolio management services that address complex investment needs. Rajmiel Odinec, CEO and Chairman of the Board at SOL, indicated that joining forces with Cerity would greatly enhance SOL’s operational depth and resource availability, thereby amplifying their ability to support their existing and future clients.

Enhancing Client Services

This merger marks a significant milestone in SOL Capital's evolution, as it allows the firm to leverage Cerity’s wealth of resources while maintaining their historical dedication to client service. The combined expertise aims to provide more robust financial solutions that meet the evolving needs of clients across various demographics and markets. Additionally, the partnership is expected to bolster Cerity's capabilities in the investment landscape, facilitating innovative solutions and enhanced service offerings to a broader clientele.

Supporting Strong Client Relationships

Both firms emphasize the importance of long-term relationships and the commitment to serving clients through various economic cycles. The merger represents a merger of philosophy along with operational resources, as both firms aspire to deliver exceptional client service. Following the merger, SOL will operate under the Cerity Partners brand, which further signifies the integration of their services while preserving the integrity of their existing client relationships.

Houlihan Lokey has served as the exclusive financial advisor for SOL Capital during this transition, ensuring that the interests of both firms’ clients are prioritized throughout the merger process.

With this strategic merger, Cerity Partners is not only enhancing its presence in Maryland but is also reinforcing its overall market position as a leader in wealth management. This alliance illustrates a forward-thinking approach in a competitive industry, setting the stage for greater innovation and resource sharing among financial institutions.

In conclusion, as Cerity Partners embarks on this new chapter with SOL Capital Management, clients can look forward to an expanded breadth of services, enhanced investment solutions, and a renewed commitment to meeting their individual financial needs. The future looks promising for both firms as they prepare to serve a larger and more diverse clientele together.