Mesirow Partners with Foundation for Financial Planning to Provide Free Financial Guidance for Underserved Communities

Mesirow and Foundation for Financial Planning: A Commitment to Pro Bono Financial Guidance

In a significant move to strengthen community support, Mesirow, an independent and employee-owned financial services firm, has joined forces with the Foundation for Financial Planning (FFP) as a new RIA Impact Partner. Announced on August 25, 2025, this partnership marks a commitment to expand pro bono financial guidance for individuals and families who are underserved.

The Foundation for Financial Planning has been at the forefront of connecting certified financial planners with at-risk groups for over 30 years. Their mission focuses on making financial advice accessible to various vulnerable populations including active military members, cancer patients, seniors, domestic violence survivors, and low-income workers. Mesirow’s collaboration with FFP aligns perfectly with its long-standing dedication to community engagement and investing in social good.

Key Initiatives and Goals

Mesirow Wealth Management plans to equip its advisors with the tools necessary to deliver free financial planning services. This initiative is crucial for those facing challenging economic circumstances, enabling them to gain essential insights into managing their finances effectively. Brian Price, CEO of Mesirow Wealth Management, expressed pride in joining the FFP, highlighting that the firm’s advisors will have unparalleled opportunities to make a substantial impact on families navigating difficult life situations.

Moreover, through the RIA Impact Partners and Corporate 100 Club programs offered by FFP, Mesirow's advisors will access tailored resources and training alongside various volunteer opportunities via the ProBonoPlannerMatch.org platform. This partnership isn't merely about providing financial advice; it's about fostering a robust tradition of pro bono service within the financial planning profession.

Why Pro Bono Financial Guidance Matters

The impact of pro bono financial guidance extends beyond individual benefits. It fosters stability within communities by equipping individuals with necessary financial skills and knowledge. For instance, families affected by crises such as health issues or financial instability often lack the resources to seek professional financial advice. By providing free access to such valuable insights, Mesirow and FFP aim to alleviate some of the pressures faced by these individuals, enabling them to focus on recovery and stability.

A Shared Vision for Social Responsibility

Mesirow's partnership with FFP reflects a shared vision for enhancing social responsibility across the financial services sector. Jon Dauphiné, the CEO of FFP, noted the evident commitment Mesirow's leadership has towards community service, which is vital as the firm continues to grow and evolve. Their proactive approach to giving back resonates with community members and aids in building relationships based on trust and mutual respect.

Founded in 1937, Mesirow has cultivated a reputation for prioritizing client needs and community welfare simultaneously. This new venture with the FFP is a testament to their dedication, aligning their financial services with values centered around giving back to society, ensuring that every individual—from military veterans to low-income families—has access to the financial knowledge they deserve.

To discover more about Mesirow and its wealth management services, visit mesirow.com/wealth. Additionally, any interested parties keen on volunteering or learning more about FFP's mission can check their site at FFPprobono.org.

Conclusion

The initiative between Mesirow and the Foundation for Financial Planning exemplifies how financial firms can transcend traditional roles by fostering social impact. As the number of individuals requiring financial assistance continues to rise, partnerships like this one represent a beacon of hope. By creating greater access to financial guidance, they not only empower individuals but also fortify the very fabric of communities across the nation.