Our wealth management practice was born of a need shared with us by many individual clients in our accounting practice over the last 25 years. With a deep understanding of financial markets, portfolio construction, and advanced planning strategies, we allow our experience and client needs to drive our work and partnerships.

The 2025 Top Firms by AUM ranking was provided by Accounting Today. The ranking was provided in June 2025 based on AUM as of 3/31/2025. 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 can be found at https://www.accountingtoday.com/data/the-2025-wealth-magnets-the-top-accounting-firms-by-aum