Aaron Waxman

Meet Aaron.

Aaron Waxman advises individuals, executives, entrepreneurs, and families whose wealth spans generations. He combines investment advice with planning for complex income and estate tax needs. Before joining Cerity Partners, he was a principal at B|O|S and worked in PricewaterhouseCoopers’ private client services group.

Before your first conversation.

Areas of focus

Multigenerational wealth · Executive wealth · Entrepreneurs · Income and estate tax planning

Credentials recorded in sources

CFP®, CPA

Investment minimum

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Fees & compensation

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Portrait source

Photo matched to official biography · 2026-09-16

Make the first conversation count.

Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.

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