Mesirow Wealth Advisors Achieves Recognition as 2025 Best-in-State by Forbes for Wealth Management Excellence
Mesirow Wealth Advisors Honored by Forbes
Mesirow, a well-known independent and employee-owned financial services firm, has made headlines recently by announcing that three of its distinguished Wealth Advisors have been recognized by Forbes as part of its 2025 Best-in-State Wealth Advisors list. This accolade is a testament to their commitment to excellence in financial advising.
The Recognized Advisors
The advisors making the notable list include Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®. Each of these professionals has displayed exceptional skills and dedication in their respective areas, managing significant assets and providing top-notch client service. Collectively, they manage approximately $16.7 trillion in assets—a clear indicator of their credibility in a rapidly changing financial landscape.
Recognizing Excellence Through Evaluation
Forbes's ranking system relies on a variety of quantitative and qualitative assessments that consider many factors, including:
- - Service models
- - Compliance histories
- - Industry experiences
Brian Price, the CEO of Mesirow Wealth Management, expressed immense pride in the recognition of these three advisors. He highlighted the acknowledgment as a reflection of their unwavering expertise, dedication, and a continuous commitment to providing exceptional service.
Backgrounds of the Honorees
Jordan Scher, AIF®
With over 25 years of experience in the financial services industry, Jordan has been a part of Mesirow since 1997. His work focuses on comprehensive financial planning and asset management, underscoring his expertise in navigating the complexities of financial markets. He is also a member of the Investment Management Committee.
Steven N. Mesirow, CFP®
Joining Mesirow in 1993, Steven brings more than 30 years of experience to the table. He specializes in offering investment advice and financial planning strategies that help clients accumulate, manage, and preserve their wealth. His involvement with the Jewish United Fund Health and Human Services subcommittee further showcases his commitment to community service.
Brian Lorber, CFP®
Since his arrival at Mesirow in 2010, Brian has established himself with 14 years in the investment industry. He is not only a member of the Investment Committee but also earned recognition on Forbes' Next-Gen Wealth Advisors list in 2024, amplifying his credibility as a respected figure in wealth management.
Mesirow's Distinct Approach
As a firm listed among Barron’s Top 100 RIA firms, Mesirow Wealth Management stands out for its unique wealth management philosophy that focuses heavily on tailored, comprehensive wealth plans. The firm aims to adapt these plans according to the evolving needs of clients while ensuring access to a wide range of investment opportunities, including stocks, bonds, and alternative investments.
Mesirow currently manages over $12.4 billion in assets, demonstrating its considerable impact on the financial landscape. Overall, the firm oversees $306.2 billion, a clear indicator of its robust capacity in financial service leadership.
About Mesirow
Founded in 1937, Mesirow is headquartered in Chicago and boasts a global footprint through various offices. The firm prides itself on a personal approach to helping clients achieve their financial goals while actively contributing to social welfare.
For those interested in learning more about Mesirow Wealth Management and its myriad of services, visiting their website will unveil a wealth of information about their commitment to excellence in financial advisory services.
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Topics Financial Services & Investing）
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