Find the right advisor for you

A more personal approach to wealth management

At Mesirow, we know your financial life is unique and constantly evolving. That is why our wealth advisor teams take the time to listen, understand what matters most to you and build a relationship designed to support your goals over time.

Whether you are planning for retirement, navigating a major life event, thinking about your legacy or managing the opportunities and responsibilities that come with success, we provide clear, understandable options and thoughtful guidance every step of the way.

Match with an advisor in 3 simple steps

  1. Tell us about yourself, your priorities and the goals you want your wealth to support
  2. Review advisor matches aligned with your needs, preferences and stage of life
  3. Choose the advisor you would like to connect with and start the conversation
Investment minimum $500,000

Why Mesirow Wealth Management

Unique clients require unique solutions.

Our approach combines personalized planning with experiencedinvestment guidance and service that is grounded in authentic communication,accessibility and long-term partnership.

When you work with Mesirow, you gain access to:

  • Customized, comprehensive wealth plans that evolve with your life and circumstances including advanced tax planning, Medicare selection, and estate planning.
  • Expert investment guidance supported by our in-house research team.
  • A team that helps you evaluate clear options and decide what is right for you at each stage of life.
  • A relationship built on personal attention, consistent accessibility and an unwavering commitment to service.
More than advice. A relationship built for the long term.

Mesirow Wealth Management has advised families,entrepreneurs and non-profits for over 85 years, and we measure our clientrelationships in years and across generations.

As an independent, employee-owned financial services firm,we invest in what matters: our clients, our communities and our culture.

Barron's Top 100 RIA Firms 2025

Connect your way

If you prefer a different path, complete the form and an advisor will reach out to you as soon as possible.

Thank you! Your submission has been received. A Mesirow Wealth Advisor will reach out to you soon.
Oops! Something went wrong while submitting the form.