Mesirow Wealth Advisors Shine in Forbes Recognition
Mesirow, an esteemed independent financial services firm, has received prestigious accolades from Forbes, marking a significant achievement for its Wealth Advisors. This year, three exceptional advisors have been named among the 2025 Best-in-State Wealth Advisors, showcasing their dedication to client service and expertise in wealth management.
Acknowledging Excellence in Wealth Management
These prominent advisors, Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®, have been highlighted in this eminent ranking. The Forbes selection is a testament to their commitment to delivering best practices and personalized financial strategies. The ranking evaluates advisors based on qualitative and quantitative data, ensuring that only those who exemplify top-tier service are recognized.
The Methodology Behind the Recognition
Forbes relies on an extensive evaluation process, which includes surveys and interviews with advisors. The criteria used encompasses service models, compliance records, and industry experience, among others. This meticulous approach helps ensure that only the most capable and reliable advisors receive such recognition.
Reflections from Mesirow’s Leadership
Brian Price, CEO of Mesirow Wealth Management, expressed his pride in the accomplishments of the recognized advisors. 'We are incredibly proud of Jordan, Steven, and Brian for their recognition in Forbes' 2025 Top Best-in-State Wealth Advisors list. This acknowledgment reinforces their commitment to providing outstanding client service and expertise,' he stated.
Advisor Profiles
- Jordan Scher, AIF®: With over 25 years of experience in the financial services industry, Jordan focuses on comprehensive financial planning and asset management. He is a valuable member of the Mesirow Wealth Management Investment Management Committee.
- Steven N. Mesirow, CFP®: Bringing more than 30 years of financial services experience, Steven provides investment advice and financial planning strategies aimed at wealth accumulation and preservation for individuals and institutions alike.
- Brian Lorber, CFP®: A key member of the investment committee, Brian joined Mesirow in 2010 and has 14 years of industry experience. He was also recognized on Forbes' 2024 Best-in-State Top Next-Gen Wealth Advisors list.
Mesirow’s Comprehensive Wealth Management Approach
As a Barron’s Top 100 RIA firm, Mesirow Wealth Management prides itself on its unique approach to wealth management. They emphasize personalized wealth plans that adapt to clients’ evolving needs while providing expert investment selection across various markets. Currently, Mesirow manages over $12.4 billion in assets, and the firm as a whole supervises approximately $306.2 billion.
About Mesirow
Mesirow has been a trusted name in financial services since its founding in 1937. The firm stands as an independent, employee-owned company with a mission to empower clients in reaching their financial goals while contributing positively to society. With a strong emphasis on community and customized services, Mesirow ensures that each client's unique needs are met.
Frequently Asked Questions
What is the significance of the Forbes Best-in-State Wealth Advisors award?
This award recognizes advisors who exemplify excellence in wealth management, based on rigorous evaluations of their service and expertise.
Who are the advisors recognized this year?
The advisors honored by Forbes are Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP®.
How does the selection process for the Forbes award work?
Forbes employs a detailed evaluation process, which includes advisor surveys and interviews that assess various metrics, including service quality and industry experience.
What does Mesirow Wealth Management offer?
Mesirow offers a tailored approach to wealth management, providing customized financial planning and investment management services for individuals and organizations.
What is Mesirow's mission?
Mesirow aims to help clients achieve their financial goals while actively contributing to bettering society through its services.
