• In partnership with FFP, Mesirow Wealth Management will empower its Advisors to deliver pro bono financial planning to individuals and families in need.
• Partnership aligns with Mesirow’s longstanding commitment to community engagement and investing in what matters.

CHICAGO – August 25, 2025 – Mesirow, an independent, employee-owned financial services firm, today announced that the firm has joined the Foundation for Financial Planning (FFP) as a new RIA Impact Partner. This national group of independent firms is committed to advancing FFP’s mission to create broader access to pro bono financial advice for underserved populations.

For over 30 years, FFP has led efforts to connect CERTIFIED FINANCIAL PLANNER^® professionals with at-risk groups, including active-duty military members and veterans, individuals with cancer, seniors and caregivers, domestic violence survivors, low-income workers and more. Through its RIA Impact Partners and Corporate 100 Club programs, FFP equips firms and advisors with tailored resources, training, and a range of volunteer opportunities via its matching platform, ProBonoPlannerMatch.Org.

“Mesirow is proud to partner with the Foundation for Financial Planning and fellow like-minded firms on this important work,” said Brian Price, CEO of Mesirow Wealth Management. “Through FFP’s robust pro bono offerings, we know our Wealth Advisors will have access to meaningful opportunities to make a real impact on families who are facing difficult life and financial circumstances. We have a tradition of investing in what matters – our clients, communities and culture – and this partnership aligns with that commitment in a powerful way.”

“It was evident from our first meeting with Mesirow’s leadership that they have a deep commitment to giving back to their communities as they grow and thrive as a firm. We’re thrilled to welcome them and support their advisors as they begin their pro bono journeys,” shared FFP CEO, Jon Dauphiné.

Mesirow Wealth Management is the firm’s founding capability, connecting clients to what matters today and across generations through personal, comprehensive wealth plans. We invite you to learn more at mesirow.com/wealth.

About Mesirow 
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.

Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

About the Foundation for Financial Planning 
Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illness, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its 30 years, FFP has provided almost $10 million in grants to national and community-based pro bono programs; worked with partners to activate more than 30,000 financial planners to volunteer their time and talents; reached over 765,000 people in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more. 

Mesirow does not provide legal or tax advice. Past performance is not indicative of future results. The views expressed above are as of the date given, may change as market or other conditions change, and may differ from views express by other Mesirow associates. 

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., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisors, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. (“MFIUK”), authorized and regulated by the FCA, depending on the jurisdiction.

Award recognition disclosures: mesirow.com/award-recognition-disclosures