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.

 

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. 

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 find some helpful information in these articles written by our advisors on a variety of financial topics. 

News and Events

Connections, September 2018

Highlights from this issue include "off to college" tips, the impact of the new tax law, the power of compounding, and entrepreneurship as a retirement lifestyle.

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New Email Encryption Helps Protect Your Privacy

With client confidentiality and safety always top of mind, Mesirow Financial has implemented a new process whereby any email correspondence that contains protected client information will be encrypted via Microsoft Office.

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2Q 2018 Market Observations

Highlights from this edition include articles on the Nike/Adidas rivalry for World Cup dominance, the unraveling of the Theranos empire (one of Silicon Valley's hottest "unicorns"), and why neighbors of lottery winners go bankrupt.

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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., © 2018, Mesirow Financial Holdings, Inc. All rights reserved.