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

Every individual and family client is 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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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.

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.

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.  

Yahoo Finance recently interviewed Lee Gordon, CEO of Mesirow Wealth Advisors, about "3 essential tips for parents with college-bound kids."

Read the article

Congratulations Stephanie Feldman, Norman Award Winner

Please join us in congratulating Stehanie Feldman, one of this year’s Norman Award winners! The Norman Awards were created in 2004 in honor of the firm’s founder, Norman Mesirow, recognizing outstanding employees for their achievements and contributions in categories that have been identified as critical to the firm’s relationships and culture.

Congratulate Stephanie

Mesirow Wealth Advisors Welcomes Gregg Lunceford

Mesirow Financial announced Gregg Lunceford, MBA, PhD, CFP®, has joined Mesirow Wealth Advisors as a Senior Vice President/Wealth Advisor. An expert in financial planning and experienced in advising high net worth families, Gregg will help clients work to achieve their desired financial goals.

 

Announcment in Crains

News and Events

2Q 2017 Market Observations

We are pleased to provide you with our 2Q 2017 Market Observations newsletter which shares relevant articles about the current market environment. We hope you enjoy this quarter’s edition. 

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2Q 2017 Market Summary

Our Market Summary offers brieft insights into equity, fixed income, and commodities markets for the 2Q 2017.

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Connections, June 2017

This issue of our quarterly financial planning newsletter includes articles on getting organized, cybersecurity, employee benefits, and advance health care planning. 

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Doing Meaningful Work for Others

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

Our average tenure for our Mesirow Wealth Advisors is 20 years. To hear from a few of them in their own words, please watch this short video. 

Wealth 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 2A 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., © 2017, Mesirow Financial Holdings, Inc. All rights reserved.