Mowery & Schoenfeld Wealth Earns Prestigious Recognition as One of America’s Top Financial Advisory Firms for 2025
LAKE FOREST, Ill.–(BUSINESS WIRE)– Mowery & Schoenfeld Wealth, a leading financial advisory firm, has proudly announced its recognition in Newsweek’s esteemed list of America’s Top Financial Advisory Firms for 2025. This accolade underscores the firm’s commitment to providing personalized financial guidance and innovative solutions, alongside its dedication to exceptional client service.
Rigorous Evaluation Process
In partnership with Plant-A Insights Group, Newsweek conducted an extensive evaluation of over 15,000 SEC-registered financial advisory firms. The assessment criteria focused on several critical metrics, including fiduciary responsibility, client satisfaction, financial expertise, and service offerings. Mowery & Schoenfeld Wealth distinguished itself through its commitment to a client-first approach, showcasing the firm’s dedication to avoiding conflicts of interest and maintaining high standards of asset performance.
Voices from Leadership
“Being named one of America’s Top Financial Advisory Firms is a tremendous honor,” said Kristy McCullough, Partner and Managing Director of Mowery & Schoenfeld Wealth. “This recognition reflects our team’s dedication to empowering clients with the knowledge and strategies they need to achieve their financial goals. We strive to foster transparency, trust, and innovation in every aspect of our work.”
The firm quickly gained a robust reputation by offering tailored financial strategies, leveraging the expertise of its tax services division. With a mission to guide individuals, families, and businesses toward financial security, Mowery & Schoenfeld Wealth focuses on addressing the unique needs of each client with both expertise and care.
Commitment to Client Needs
“Clients today expect more than basic financial advice—they want a partner who truly understands their aspirations and challenges,” McCullough added. Mowery & Schoenfeld Wealth boasts a team of highly skilled financial advisors who provide a comprehensive range of services, including customized investment solutions, retirement and estate planning, tax preparation, and risk management, among others.
Mowery & Schoenfeld Wealth’s recognition in Newsweek’s 2025 Top Firm list solidifies the firm’s position as a trusted name in wealth management. The firm remains focused on maintaining the highest standards of professionalism, integrity, and client service—essentials that empower individuals and families to navigate the complexities of the financial landscape with confidence.
About Mowery & Schoenfeld Wealth
Mowery & Schoenfeld Wealth operates under the umbrella of Mowery & Schoenfeld LLC, allowing them the unique capability to provide a full suite of accounting and advisory services. These include tax, audit, accounting, technology, succession planning, business advisory services, and wealth management.
Headquartered in Lake Forest, Illinois, Mowery & Schoenfeld Wealth is dedicated to helping clients gain clarity and enthusiasm in their personal financial planning. The firm’s broad array of offerings positions its team as trusted advisors, crafting integrated wealth plans designed to help clients enjoy the wealth they have accumulated.
The broader Mowery & Schoenfeld, LLC organization features 22 partners and employs around 200 staff members across several locations, including Lincolnshire, Chicago Loop, Lake Forest, Downtown Miami, and the Philippines. The firm is consistently ranked among the top ten accounting firms in Illinois.
Disclosures
The America’s Top Financial Advisory Firms for 2025 ranking was facilitated by Newsweek in association with Plant-A Insight Group, with results published on November 19, 2024. It is important to note that Mowery & Schoenfeld Wealth did not pay for consideration related to this award but did purchase advertising rights to promote it. Additional information regarding the methodology and licensing is available at Newsweek rankings.
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