We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
CFPĀ®
CFPĀ®
CFPĀ®, APMAĀ®
CFPĀ®
J.D., LL.M.
CFA
"The real measure of a successful exit is not the sale priceāitās whether the wealth and purpose endure.ā
Exits shouldnāt be the first time you think about life after the sale. On the Exit Algorithms podcast, Jeff Condren, CFPĀ®, shares why the most successful business exits are multiāyear planning events.
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"Generational wealth isnāt lost in the marketsāitās lost when families avoid the hard conversations.ā
Generational wealth is often lost in silence. On the Investing for Generational Wealth podcast, Jeff Condren, CFPĀ®, challenges the assumption that avoiding tough money conversations preserves harmony.
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"Problems start when a founder believes only they can run the business"
Mesirow Wealth Advisor Jeff Condren, CFPĀ® was featured on the Disruptive Successor podcast with host Jonathan Goldhill.
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Congratulations to Jeff who has been recognized by a Forbes as 2026 Best-in-State Wealth Advisor. This recognition highlights advisors who uphold the highest standards of professionalism, best practices and client service.
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Jeff was previously named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes.
Bill serves as the co-President of the Northwest Suburban Estate Planning Council, a professional association of estate-planning experts that fosters member development, networking, and public awareness of high-quality, ethical estate-planning services. He also remains active in the Northwest Chapter of Habitat for Humanity.
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Andrew is on the Associates board of the Economic Awareness Council, a nonprofit organization whose mission is to prepare students and families for the economic and financial decisions they will make, both today and tomorrow.
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