Wealth Management
We connect our clients to what matters today and across generations through personal, comprehensive wealth plans.
Unique clients require unique solutions.
Because we know that your story is both unique and dynamic, we listen intently and communicate regularly, building relationships that last years and across generations. We work with you to build a comprehensive plan that benefits from expert investment advice and evolves over time.
Investing in what matters
Mesirow Wealth Management has been serving individuals and families with purpose and professionalism for 88 years. We move in unison with our clients toward shared goals. Watch this short video to learn more.
Crain's 2025 Notable Leaders in Finance
Congratulations to Brian Price, CEO of Mesirow Wealth Management, on being named one of Crain's 2025 Notable Leaders in Finance. His commitment to client service, community engagement and long-term vision continues to drive innovation and success across the wealth management business.
Announcements
Forbes Best-In-State 2025
Mesirow Wealth Advisors, Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors. Forbes Top Advisor rankings weigh factors “such as service models, compliance records and industry experience” and focusing on individual advisors that “encompass best practices in their approach to working with clients.”
Read the press releaseForbes Top Women Wealth Advisors
Wealth Advisor Jennifer Rosenblum, CFA has been named to the 2025 Top Women Wealth Advisors Best-in-State ranking by Forbes. According to Forbes.com, the research “… creates rankings of role models – advisors who are leading the way in offering best practices and providing a high-quality experience for clients.”
Read the press releaseMesirow expands service offering
With more than 30 years of experience, Gary Pattengale, CFP® will serve as a centralized, specialized tax planning resource for Mesirow Wealth Management, enhancing the firm’s ability to deliver customized, comprehensive wealth plans to clients.
Read the press releaseMesirow expands Florida office
We are excited to announce Ashley Crotwell has joined our team! Ashley brings a wealth of knowledge and a personalized approach to financial planning, along with many years of charitable work and a strong philanthropic ethic. We are confident that her expertise will continue to drive success for our Florida clients, and we are thrilled to welcome her to the team.
Learn more about AshleyMedia highlights
Sophia Yudkowsky: "The Dad Edge" podcast
In a featured episode of The Dad Edge Podcast, Mesirow Wealth Advisor Sophia Yudkowsky joined host Larry Hagner to discuss how people can become more intentional stewards of their family’s financial future. Her insights are shaped by years of experience supporting families as they grow, transition and planning for multigenerational impact.
Listen InGregg Lunceford: "Informed Decisions" podcast
What does a successful retirement really look like? It’s not just about leaving work — it’s about stepping into a life of purpose. Gregg Lunceford, Ph.D, CFP® joined the Informed Decisions podcast to discuss how to prepare emotionally and financially for retirement as well as why the old retirement playbook no longer applies. This isn’t just a conversation for retirees. It’s for professionals thinking long-term.
Sophia Yudkowsky: "Investor Mama" podcast
Mesirow Wealth Advisor Sophia Yudkowsky CFP ®, recently joined Jen Narciso on the Investor Mama Podcast, which aims to educate, inspire, and motivate moms and aspiring moms on their wealth-building journey. On this episode, Sophia discusses approaches that families can follow to get on good financial footing, communicate clearly with each other and plan effectively for the future.
Listen InFinancial planning insights
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Join our 88-year legacy
Mesirow Wealth Management is the firm's founding capability.
Based in Highland Park and Chicago, IL, we are the initial namesake business of Norman Mesirow, whose vision was to serve with purpose, applying the highest standards of professionalism as we advise individuals and families on their most important life goals. More than eight decades later, we measure our client relationships in years, and often generations, as we move in unison with our clients toward shared goals.
Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.