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Mowery & Schoenfeld Wealth Recognized Among America’s Top Financial Advisory Firms for 2025

February 12, 2025
Smart Money

Mowery & Schoenfeld Wealth Recognized in Newsweek’s 2025 List of Top Financial Advisory Firms

LAKE FOREST, Ill. — Mowery & Schoenfeld Wealth, a prominent financial advisory firm, proudly announces its inclusion in Newsweek’s list of America’s Top Financial Advisory Firms for 2025. This prestigious recognition underscores the firm’s dedication to providing personalized financial guidance, innovative solutions, and exceptional client service.

A Commitment to Excellence

“Clients today expect more than basic financial advice—they want a partner who truly understands their aspirations and challenges,” said Kristy McCullough, Partner and Managing Director of Mowery & Schoenfeld Wealth. This philosophy resonates throughout the firm, shaping its mission to empower clients with the knowledge and strategies necessary to achieve their financial goals.

As part of its commitment to high standards, Mowery & Schoenfeld Wealth emphasizes transparency, trust, and innovation in all of its offerings.

Evaluation Process and Merits

In collaboration with Plant-A Insights Group, Newsweek conducted an extensive evaluation of over 15,000 SEC-registered financial advisories. The assessment focused on several key metrics, including fiduciary responsibility, client satisfaction, adviser expertise, and the breadth of service offerings while ensuring that the firms avoided conflicts of interest.

According to McCullough, receiving the accolade is a significant honor and is a testament to the firm’s unwavering dedication to its clients.

Comprehensive Range of Services on Offer

Mowery & Schoenfeld Wealth swiftly established its strong reputation by providing personalized financial strategies alongside the tax advisory services offered by its parent company, Mowery & Schoenfeld LLC. The firm aims to help individuals, families, and businesses navigate their financial paths toward security and success, tailored specifically to their unique needs.

The seasoned team provides an extensive array of services, including:

  • Customized investment solutions
  • Retirement planning
  • Estate planning
  • Tax preparation
  • Risk management

This multifaceted approach allows Mowery & Schoenfeld Wealth to serve as a trusted partner in helping clients manage their financial journeys effectively.

Upholding Professional Standards

Being recognized as one of America’s Top Financial Advisory Firms not only honors Mowery & Schoenfeld Wealth but also enhances its reputation as a trusted wealth management firm. The firm maintains its commitment to professionalism, integrity, and client-centric service in the face of the ever-evolving financial landscape.

About Mowery & Schoenfeld Wealth

Mowery & Schoenfeld Wealth operates as part of Mowery & Schoenfeld LLC and offers a unique blend of accounting and advisory services, encompassing tax, audit, accounting, technology, succession planning, transaction and business advisory, trust, family office, and wealth management.

Headquartered in Lake Forest, IL, the firm is dedicated to helping clients achieve clarity and enthusiasm in their personal financial planning. By providing a comprehensive range of offerings, Mowery & Schoenfeld Wealth acts as a reliable advisor, guiding clients in making informed decisions to enjoy the wealth they have accrued.

With a strong workforce of 22 partners and a total of 200 employees, Mowery & Schoenfeld secures a position among the top ten accounting firms in Illinois.

Recognition Methodology and Disclosures

The ranking for America’s Top Financial Advisory Firms for 2025 was published by Newsweek on November 19, 2024. Mowery & Schoenfeld Wealth did not pay any compensation for consideration in this award, although it did provide compensation for advertising and promotional purposes associated with the recognition.

For a deeper understanding of the ranking methodology and further details, interested parties can visit Newsweek’s official rankings webpage.

This accolade not only highlights Mowery & Schoenfeld Wealth’s commitment to excellence but also reinforces the firm’s role as a key player in the financial advisory field, dedicated to serving the diverse needs of its clientele.