Wealth Management

We connect our clients to what matters today and across generations through personal, comprehensive wealth planning.

“Every financial decision begins with what matters most to you and your family. We listen first, then establish a plan.”

Brian D. Price

CEO | Mesirow Wealth Management

Expertise for every moment

Life changes. So does your plan.

Our Wealth Advisors guide you through life’s changes with personalized planning, while also delivering education and insights to increase your confidence every step of the way.

Life events

Rely on professional advice as life evolves.

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Financial education

Learn the essentials to build lasting wealth.

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Market insights

Get timely perspectives on market trends.

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Retirement

Plan, prepare and thrive in the retirement you envision.

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Benefit from our personalized approach

Comprehensive wealth planning

Expert investment selection

Exceptional service

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Trusted and recognized

"The third age is a twenty year life bonus."

Gregg Lunceford: "Be It Till You See It" podcast

Gregg Lunceford appeared on the Be It Till You See It podcast where he discussed how retirement planning extends beyond financial strategies to include identity, purpose, and structure.

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“Don't do things simply because the textbook says it's the right way.”

Jeff Condren: “Aligned Money” podcast

Jeff Condren covers easing financial overwhelm, finding peace of mind, paying for college, planning for retirement and how to get started.

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“Investment choices should reflect your life, not your age.”

Jeff Condren: “Influential Entrepreneur” podcast

Jeff Condren discusses how personalized financial planning helps families navigate market changes and major life decisions with clarity, confidence and a plan that evolves.

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Mesirow Wealth Advisor Jennifer Rosenblum recognized as 2026 Top Women Wealth Advisors Best-in-State by Forbes

Mesirow Wealth Advisor Jennifer Rosenblum, CFA, recognized by Forbes

Wealth Advisor Jennifer Rosenblum, CFA, has again been recognized in the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes. Jennifer’s 2026 recognition marks her second year on the list. According to Forbes, its Top Advisor rankings “…are the only advisor rankings with a focus on quality.” 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.”

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Advisor excellence. Client success.

Our ongoing growth and frequent industry recognition strengthen every client relationship.

OBBBA webinar: Navigating Tax and Policy Shifts

Mesirow's webinar, “Navigating Tax and Policy Shifts under the One Big Beautiful Bill," explored how the new federal law may affect your financial plan. Watch the webinar using this password: rPN.5Kefy

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Nitay Laor joins Mesirow Wealth Management

Nitay Laor has joined Mesirow Wealth Management as Director, Strategic Growth and Acquisitions. Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.

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Mesirow | Foundation for Financial Planning

Foundation for Financial Planning partnership

Mesirow Wealth Management has joined the Foundation for Financial Planning (FFP) as a new RIA Impact Partner for 2025. 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.

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Jordan Scher, Steve Mesirow and Brian Lorber

Mesirow named in 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.

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Life changes, so should your plan

Your wealth plan should grow with you.

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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.