Mowery & Schoenfeld Wealth Awarded Top Advisory Firm by Newsweek
Mowery & Schoenfeld Wealth Celebrated as One of America’s Elite Financial Advisory Firms
Mowery & Schoenfeld Wealth is thrilled to share the remarkable news of being listed among America’s Top Financial Advisory Firms for 2025 by Newsweek. This honor reflects the firm’s continuous pursuit of excellence in providing personalized financial guidance, groundbreaking solutions, and superior service to its clients.
How the Selection Process Works
This prestigious list was developed through a meticulous evaluation of over 15,000 SEC-registered financial advisory firms by Newsweek in collaboration with Plant-A Insights Group. The firms were chosen based on stringent criteria which included their fiduciary responsibility, dedication to clients, and a wealth of financial expertise. The assessment looked closely at crucial metrics such as asset performance, client satisfaction, advisor proficiency, the range of services offered, and approaches to avoid any conflicts of interest.
A Commitment to Clients
Kristy McCullough, Partner and Managing Director at Mowery & Schoenfeld Wealth, expressed her pride in this recognition, stating, “Being named one of America’s Top Financial Advisory Firms is a tremendous honor. This recognition reflects the dedication of our team to empower our clients with the knowledge and strategies they need to achieve their financial goals. We are committed to fostering transparency, trust, and innovation in every aspect of our work.”
Tailored Financial Strategies for Every Client
Mowery & Schoenfeld Wealth has earned a robust reputation in the industry for its personalized financial strategies, complementing the services of the broader Mowery & Schoenfeld organization, which includes tax advisory. The firm's mission is simple yet profound: to guide individuals, families, and businesses towards achieving financial security and success by addressing their unique needs with both expertise and compassion.
Understanding Modern Client Needs
“Today’s clients seek more than just basic financial advice; they aspire to partner with advisors who truly comprehend their ambitions and challenges,” added McCullough. With a talented team of financial advisors, Mowery & Schoenfeld Wealth provides a wealth of services, from customized investment solutions to retirement and estate planning, tax preparation, and risk management.
Validated Expertise in Wealth Management
Receiving the recognition as one of Newsweek’s Top Firms for 2025 further solidifies Mowery & Schoenfeld Wealth's reputation as a trusted provider of wealth management services. The firm is dedicated to maintaining the highest levels of professionalism, integrity, and service as they help individuals and families navigate a complex and ever-changing financial landscape with confidence and purpose.
About Mowery & Schoenfeld Wealth
As part of Mowery & Schoenfeld LLC, Mowery & Schoenfeld Wealth offers comprehensive accounting and advisory services under one roof. This includes expertise in tax, audit, accounting, technology solutions, succession planning, business advisory, trust services, family office assistance, and a full suite of wealth management services.
With a commitment to helping clients gain clarity and enthusiasm for their financial planning, the Mowery & Schoenfeld Wealth team works diligently to craft and implement an integrated wealth plan, enabling clients to make informed choices and enjoy their wealth.
Firm Overview
Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm located in Lincolnshire, Illinois. With additional offices in various locations, the firm boasts a team of 22 partners and a total workforce of 200 professionals, ranking among the top ten firms in Illinois.
Frequently Asked Questions
What recognition did Mowery & Schoenfeld Wealth receive?
Mowery & Schoenfeld Wealth was recognized as one of America's Top Financial Advisory Firms for 2025 by Newsweek.
What criteria were used for the selection?
The selection was based on factors like fiduciary responsibility, client satisfaction, asset performance, and advisor expertise.
Who is Kristy McCullough?
Kristy McCullough is the Partner and Managing Director at Mowery & Schoenfeld Wealth, emphasizing the firm's commitment to client empowerment.
What services does Mowery & Schoenfeld Wealth provide?
The firm offers investment solutions, retirement and estate planning, tax preparation, and risk management among other services.
Where is Mowery & Schoenfeld located?
The firm is headquartered in Lincolnshire, Illinois, with additional offices in various locations across the region.
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