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.
FFP partnership
Mesirow Wealth Management has joined the Foundation for Financial Planning (FFP) as a new RIA Impact Partner for 2025. This partnership reflects our longstanding and deep commitment to meaningful community engagement that spans family services, mentorship opportunity and financial literacy. Our CERTIFIED FINANCIAL PLANNER® professionals will be providing pro bono financial help to active-duty members and veterans, individuals with cancer, seniors, caregivers and more.
Announcements
Crain's 2025 Notable Leaders
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.
Read the press releaseForbes 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 releaseMedia highlights
Tiffany Irving: "The Purse" podcast
Mesirow Wealth Advisor Tiffany Irving recently joined Jana Hlistova on The Purse Podcast to explore the emotional, generational and structural forces that influence women's financial lives. Tiffany’s insights come from working closely with women across the wealth spectrum and from helping clients lead with purpose, empathy and impact.
Listen inGregg Lunceford: "Prepare4Growth" podcast
Gregg Lunceford, PhD, CFP®, recently appeared on the Prepare4Growth podcast to discuss the changing nature of retirement. He shared how today’s retirees are seeking more than financial stability — they’re redefining success to include identity, purpose, and personal fulfillment. Listen to Gregg’s conversation and gain practical insights to help you plan your next chapter with clarity and confidence.
Listen InSophia 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 InFinancial planning insights
Advisor perspectives
As your needs and objectives change over time, we’re here with facts, updates and personalized guidance. Check out some of the most popular perspectives from our Knowledge Center.
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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.