Mesirow Expands Pro Bono Financial Guidance for Communities
Mesirow Strengthens Commitment to Community Support
Mesirow, an independent and employee-owned financial services firm, has taken an exciting step by joining the Foundation for Financial Planning (FFP) as a new RIA Impact Partner. This partnership is set to empower Mesirow Wealth Management Advisors to provide pro bono financial planning assistance to individuals and families who need it most.
Empowering Advisors to Make a Difference
The collaboration with FFP aligns seamlessly with Mesirow's long-standing commitment to investing in community engagement. Through this initiative, advisors at Mesirow will have the resources and training necessary to make a significant impact on the lives of those in challenging financial situations.
Enhancing Access to Financial Guidance
For over 30 years, the Foundation for Financial Planning has worked tirelessly to connect CERTIFIED FINANCIAL PLANNER™ professionals with at-risk populations. This includes active-duty military members, veterans, seniors, survivors of domestic violence, and low-income individuals. Mesirow's partnership aims to contribute to these efforts by increasing access to crucial financial advice.
A Shared Vision Between Mesirow and FFP
Brian Price, CEO of Mesirow Wealth Management, expressed pride in collaborating with FFP and other like-minded firms stating, "Through FFP's robust pro bono offerings, our Wealth Advisors will have access to opportunities that truly make a difference for families navigating difficult life circumstances. This partnership resonates with our commitment to put our clients, community, and culture first."
The Role of Pro Bono Financial Guidance
FFP provides structured support for firms through its RIA Impact Partners and Corporate 100 Club programs, offering tailored resources and volunteer opportunities. This enhances the ability of advisors to step up and support those who are underserved.
A Commitment to Social Good
FFP’s CEO, Jon Dauphiné, noted the deep commitment Mesirow has to give back to communities as they grow, stating, "We are thrilled to welcome Mesirow and support their advisors on this critical pro bono journey." This reflects a shared vision for enhancing social welfare through financial planning.
Mesirow’s Legacy as a Firm
Mesirow has a rich history, having been founded in 1937 and operating on the principle of connecting clients to what matters most through comprehensive wealth plans. The firm has a reputation for investing in crucial areas, such as community development and enhancing access to vital financial services.
Recognitions and Achievements
Over the years, Mesirow has received accolades, including being named one of the Best Places to Work in the area. They have consistently demonstrated an ability to deliver exceptional service while making a positive impact on society.
Why This Partnership Matters
The collaboration between Mesirow and the Foundation for Financial Planning not only expands pro bono financial guidance but also reinforces the belief that everyone deserves access to financial security. By working together, they can create a stronger community where financial advice is not a privilege but a right.
Frequently Asked Questions
What is the goal of Mesirow's partnership with FFP?
The partnership aims to provide pro bono financial planning assistance to underserved individuals and families, enhancing access to financial advice.
Who is eligible for the pro bono financial guidance?
The initiative focuses on at-risk populations including military members, veterans, seniors, survivors of domestic violence, and low-income families.
How long has the Foundation for Financial Planning been operating?
FFP has been actively connecting financial professionals with underserved populations for over 30 years.
What impact is expected from this collaboration?
The collaboration is expected to significantly improve access to financial advice, ultimately aiding individuals and families facing financial hardships.
How does Mesirow define its dedication to community engagement?
Mesirow prioritizes community engagement through investments in social good and providing meaningful financial advice to those in need.
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