Mesirow Wealth Management Expands Team with Seasoned Wealth Advisor Alex Gordon

Mesirow Wealth Management Enhances Multi-Generational Services with New Hire

Mesirow Wealth Management, a prominent player in the financial services sector, is thrilled to announce the appointment of Alex Gordon, CFP®, as a new Wealth Advisor. This strategic hire is aimed at bolstering their commitment to provide unparalleled multi-generational financial services to high-net-worth clients and families.

About Alex Gordon

Alex Gordon arrives at Mesirow with a wealth of experience in financial planning and management, particularly focusing on catering to the unique needs of high-net-worth individuals and families. Previously, he held roles as Financial Planner and Manager of Financial Planners at LPL Financial, where he specialized in gathering client data, conducting financial analysis, and developing tailored financial strategies. His expertise positions him well to enhance the client-centric approach Mesirow is known for.

Mesirow's Commitment to Multi-Generational Wealth Management

Mesirow has a rich history spanning over 88 years in delivering exceptional, personalized financial services. Their approach emphasizes comprehensive wealth planning that integrates expert investment selection across various markets. The firm’s ethos is exemplified in their ability to cater to client relationships that often span four or more generations, reflecting a deep-seated understanding of family dynamics and long-term wealth management.

Brian Price, CEO of Mesirow Wealth Management, expressed enthusiasm about Alex's addition to the team. He stated, "Throughout our history, Mesirow Wealth Management has delivered exceptional, concierge-style client service. Alex's experience and client-first approach make him a valuable addition as we continue expanding through strategic hiring and future acquisitions in the wealth management space."

Future Growth and Strategic Moves

Mesirow has been actively pursuing growth through both organic means and strategic acquisitions. The firm recently made headlines by acquiring Price Wealth Management, a notable registered investment advisory (RIA) firm in Stuart, Florida, and Front Barnett, a leading Chicago-based investment counseling firm catering to high-net-worth clientele. These acquisitions position Mesirow further as a leader in the financial advisory field, expanding their capabilities significantly in areas such as estate planning and tax strategy.

Additionally, Mesirow has received recognition for its outstanding performance in the industry. It was recently ranked 41st on Barron's 2024 Top 100 RIA Firms list, an honor based on a variety of qualitative and quantitative measures encompassing assets managed, technology investments, and the diversity of staff.

The Mesirow Approach

The firm operates under a model that not only focuses on traditional investment avenues such as stocks and bonds but also incorporates alternative investments, thereby providing clients the flexibility to adapt their portfolios as life circumstances evolve. With over $12.4 billion in assets under management and $306.2 billion in total assets under supervision, Mesirow consistently showcases its reliability and client-centric focus.

In conclusion, Alex Gordon's onboarding is a significant addition to Mesirow Wealth Management's ongoing quest to redefine multi-generational wealth management. His commitment to fostering strong client relationships and guiding families through their financial journeys aligns perfectly with Mesirow's vision of excellence in financial services. As the firm continues to scale and enhance its offerings, clients can expect a steadfast dedication to meeting their unique needs and aspirations.

For more information about Mesirow Wealth Management and their services, please visit their website or follow them on LinkedIn. As this narrative progresses, stakeholders and clients alike can look forward to more transformative developments within the firm.

About Mesirow

Founded in 1937, Mesirow is an independent, employee-owned financial services firm based in Chicago. The firm is dedicated to delivering personalized approaches for its clients, encouraging them to achieve their financial goals while contributing positively to their communities. Mesirow has received accolades for its workplace culture and has established a strong reputation within the wealth management industry.