Wealth Advisors

Mesirow Wealth Advisors is committed to helping our clients manage the financial decisions that support their most important life decisions…every step of the way.

 

Unique Clients Mean Unique Solutions

Our individual and family clients couldn't be more unique. They know what they're pursuing in life and what they need from their financial resources to achieve their goals and ambitions. Since 1937, we've had the great privilege and responsibility to be their lead wealth advisor. This is a role we are well suited for and one we take very seriously. In fact, we measure our client relationships in years and sometimes generations as we move in unison with our clients toward shared goals. 

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Meet Our Clients

We serve a diverse group of clients, each with unique ambitions and needs. We’re sure you’ll find yourself in this list of clients we’ve helped.

Client Solutions

Our clients use us as their lead wealth advisor and investment manager because we understand that each client's situation is different.

Meet Our Team

The reason our clients work with us for years and in some cases, decades, is our people. Our wealth advisors have joined and stayed at our firm to do “meaningful work” for others.

Your Information Center

Our clients value our thought leadership when managing their financial plan. We’re sure you will enjoy these publications, news releases and tools as well.  

News and Views

Connections, Sept 2016

This issue of our quarterly financial planning newsletter includes articles on College Planning, Trusted Advocates, and the New Fiduciary Standard.

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Raising the Bar on Excellence

Congratulations to our colleagues who have recently earned professional designations that will help them better serve our clients by providing expert advice on financial planning. 

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The New Fiduciary Standard Is Nothing New To Mesirow

You have probably seen your share of journalists or news commentators talk about the new “Fiduciary Rule,” and you may have wondered how this affects you. As an advisory client of Mesirow Wealth Advisors, it doesn’t; we have been serving you as a fiduciary all along.

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Advisory services offered by 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 2 of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2016, Mesirow Financial Holdings, Inc. All rights reserved.