LAKE FOREST, IL— Mowery & Schoenfeld Wealth, a leading financial advisory firm, is proud to announce its inclusion in Newsweek’s list of America’s Top Financial Advisory Firms for 2025. This accolade highlights Mowery & Schoenfeld Wealth's unwavering commitment to delivering personalized financial guidance, innovative solutions, and exceptional service to its clients.
Newsweek, in partnership with Plant-A Insights Group, evaluated over 15,000 SEC-registered financial advisories to identify firms that stand out because of their fiduciary responsibility, client-first approach, and financial expertise. The rigorous evaluation process assessed key metrics, including asset performance, client satisfaction, adviser expertise, breadth of service offerings, and avoidance of conflicts of interest.
“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 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.”
Mowery & Schoenfeld Wealth has quickly built its robust reputation by offering tailored financial strategies in tandem with Mowery & Schoenfeld’s tax arm. The firm’s mission is to guide individuals, families, and businesses toward financial security and success, addressing their unique needs with both expertise and care.
“Clients today expect more than basic financial advice—they want a partner who truly understands their aspirations and challenges,” added McCullough. With a team of highly skilled and experienced financial advisors, Mowery & Schoenfeld Wealth offers a comprehensive range of services, including customized investment solutions, retirement planning, estate planning, tax preparation, risk management, and more.
The recognition as a 2025 Top Firm by Newsweek further validates Mowery & Schoenfeld Wealth's position as a trusted and respected wealth management firm. The Firm remains committed to upholding the highest standards of professionalism, integrity, and client service while helping individuals and families navigate the ever-changing and complex financial climate with confidence and purpose.
About Mowery & Schoenfeld Wealth
As part of Mowery & Schoenfeld LLC, M&S Wealth has the unique ability to offer comprehensive accounting and advisory services under one roof, including tax, audit, accounting, technology, succession planning, transaction and business advisory, trust, family office, and wealth management services.
Mowery & Schoenfeld Wealth, headquartered in Lake Forest, IL, is committed to empowering clients to see their personal financial planning with clarity and enthusiasm. With a broad range of offerings, the Mowery & Schoenfeld Wealth team acts as a trusted advisor to craft and deliver an integrated wealth plan, guiding clients’ choices to help them enjoy the wealth they have built.
Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Lake Forest, Downtown Miami, and the Philippines. Made up of 22 partners and 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois.
Disclosures
The America’s Top Financial Advisory Firms for 2025 ranking was provided by Newsweek in partnership with Plant-A Insight Group. The ranking was provided on November 19, 2024. Mowery & Schoenfeld Wealth did not pay any compensation to be considered for this award, but did pay compensation to be able to advertise and display it. Methodology and licensing information can be found at https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025.