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Mesirow Wealth Management: A Leader in Financial Advisory Services

In an impressive display of expertise and dedication to client service, Mesirow Wealth Management has garnered significant recognition by being named among the 2026 Best-in-State Wealth Advisors by Forbes | SHOOK. This accolade highlights not just the firm's commitment to excellence but also the remarkable abilities of its advisors, including Jeffrey Condren, CFP®, Brian Lorber, CFP®, Steve Mesirow, CFP®, and Jordan B. Scher, AIF®.

Established in Chicago, Mesirow is proud to feature heavily in the financial landscape as an independent and employee-owned firm, blending comprehensive wealth management strategies with custom-tailored financial solutions that align with their clients’ aspirations. This latest recognition is particularly poignant as it showcases the ongoing success and growth of Mesirow's wealth management services, which are evolving in response to the market’s ever-changing dynamics.

The Advisors Behind the Awards

The advisors recognized in this year’s awards have demonstrated outstanding competencies not only through tangible results but through their qualitative practices in client interaction. Brian D. Price, CEO of Mesirow Wealth Management, expressed his pride in the accomplishment of his team, stating, “Each of these advisors serves clients with professionalism and purpose, and each exemplifies what it means to build a thriving, client-centered practice at Mesirow.”

Key Figures in Mesirow Leadership

• - Jeff M. Condren, CFP®, with over 20 years in the financing sector, joined Mesirow in 2015. He has a commendable track record of aiding diverse clientele through economic shifts and maintaining clarity amid volatility.
• - Brian J. Lorber, CFP®, who has been with Mesirow since 2010, boasts 15 years of experience emphasizing portfolio design and financial planning. His approach has fostered intergenerational client relationships, ensuring a legacy of financial wisdom.
• - Steven N. Mesirow, CFP®, having joined in 1993, leverages over 30 years of financial experience, specializing in comprehensive investment advice for individuals and entities, aimed at wealth accumulation and sustainability.
• - Jordan B. Scher, AIF®, brings more than 25 years of wealth management experience. His focus lies in comprehensive financial planning across various sectors, serving the needs of individuals, families, and corporate clients alike.

This recognition could not have come at a more significant time, as financial landscapes have faced considerable fluctuations recently, challenging investors to make well-informed decisions. As noted by Forbes, “These are the moments when financial advisors prove their worth,” emphasizing the value of experienced guidance through turbulent markets.

Mesirow’s Comprehensive Approach

Mesirow Wealth Management prides itself on providing holistic and customized wealth solutions that align with clients’ unique financial goals. Unlike many firms, Mesirow’s philosophy encompasses both traditional and alternative investments, ensuring that clients receive a diversified array of options to fit their evolving needs.

Having achieved over $14.2 billion in assets under management and advisement, Mesirow continues to cement its position as a trustworthy partner in financial advisory, employing an Empowered Advisor philosophy where advisors operate with independence supported by our vast resources.

The Awarding Process

Every year, Forbes collaborates with SHOOK Research to create this compilation of top advisors by conducting rigorous assessments. The evaluation incorporates both quantitative data and qualitative interviews, analyzing aspects such as revenue trajectories, assets managed, compliance histories, and strict adherence to best practices. This stringent process ensures that only the most capable and committed advisors are recognized.

In conclusion, Mesirow Wealth Management’s multiple accolades in the 2026 Best-in-State Wealth Advisors reflect a committed team that works tirelessly to navigate clients through their financial journeys. This unique blend of experience, personalized service, and integrity has solidified Mesirow's standing as a trusted name in the wealth management industry. Those seeking to learn more about Mesirow’s offerings or the philosophy behind their success can visit mesirow.com/wealth for comprehensive insights.