Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lily? Claim Your ProfileLily Martin is a registered Investment Advisor Representative with Cerity Partners LLC in Bowling Green, Kentucky. Lily has been in the industry since 2014. Lily obtained the Uniform Investment Adviser Law Examination in 2025 and is registered with the state of Kentucky. Lily's areas of specialization include Retirement Planning, Education Planning, Estate Planning, Insurance, and Business Planning. Cerity Partners LLC provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. The firm's main office is located in New York, NY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/28/2025 - Present
Cerity Partners LLC (NEW YORK NY)
Active
Inactive
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