Mesirow, an independent, employee-owned financial services firm, announced that Jeffrey Condren, CFP®, Brian Lorber, CFP®, Steve Mesirow, CFP®, and Jordan Scher, AIF®, have been named 2026 Best-in-State Wealth Advisors by Forbes | SHOOK.1 This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients.
Notes Forbes.com, “After a strong run in recent years, investors are once again confronting uncertainty, with sudden swings that can challenge even seasoned market participants. These are the moments when financial advisors prove their worth. Beyond managing portfolios, they help clients navigate volatility, stick to long-term plans and avoid costly emotional decisions.”
“I am honored, for the second consecutive year, to congratulate multiple Mesirow Wealth Advisors on their recognition as Forbes | SHOOK Best-in-State Wealth Advisors,” said Brian D. Price, CEO, Mesirow Wealth Management. “Each of these advisors serve clients with professionalism and purpose, and each exemplifies what it means to build a thriving, client centered practice at Mesirow. Their success reflects our Empowered Advisor philosophy, which gives advisors the independence, resources and support they need to deliver exceptional outcomes for clients.”
Jeff M. Condren, CFP® joined Mesirow in 2015 and has more than 20 years of experience in the financial services industry. Throughout his career, he has provided guidance to a diverse clientele, helping families navigate complex economic landscapes and market cycles. Jeff is past President and sustaining member of the Ravinia Associates Board and past Executive Board of Trustees member at Ravinia Music Festival.
Brian J. Lorber, CFP® joined Mesirow in 2010 and has 15 years of experience in the investment industry, specializing in portfolio design and financial planning. He and his team have built long standing client relationships, in many cases serving three generations of families.
Steven N. Mesirow, CFP® joined Mesirow in 1993 and brings more than 30 years of financial services experience to the firm. A Senior Managing Director and Wealth Advisor, Steven provides investment advice and comprehensive financial planning strategies to individuals, business owners, and charitable organizations, with a focus on helping clients accumulate, manage, and preserve wealth. He is actively involved in the Jewish United Fund Health and Human Services subcommittee.
Jordan B. Scher, AIF® joined Mesirow in 1997 and has more than 25 years of experience in wealth management. A Senior Managing Director and Wealth Advisor, Jordan specializes in comprehensive financial planning and asset management for individuals, families, corporations, and institutions, and serves as a member of the Mesirow Wealth Management Investment Management Committee.
As a Barron’s Top 100 RIA firm, Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized, comprehensive wealth plans that evolve along with clients’ lives and expert investment selection in all markets, including access to traditional stock and bond opportunities as well as alternative investments. Mesirow Wealth Management has $14.2B in assets under management / assets under advisement2 as of December 31, 2026.
Each year, Forbes partners with SHOOK Research to evaluate advisors through a rigorous process that includes telephone, virtual, and in person due diligence interviews, along with quantitative data analysis. Criteria include revenue trends, assets under management, compliance history, industry experience, and adherence to best practices. For the complete list of 2026 Best in State Wealth Advisors and methodology, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Mesirow Wealth Advisors collaborate with clients’ broader advisory teams, including CPAs and estate planning attorneys, to deliver coordinated, comprehensive advice designed to support long term financial goals. Mesirow Wealth Management is the firm’s founding capability, connecting clients to what matters today and across generations.
Learn more at mesirow.com/wealth.
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.
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