June 27, 2023

Mowery & Schoenfeld Wealth Recognized as a Top Firm

Mowery & Schoenfeld Wealth is proud to announce it now ranks as one of the 2023 Top Firms by Assets Under Management from Accounting Today.

"We are thrilled and honored to be recognized as a top firm by Accounting Today," said Kristy McCullough, managing director of Mowery & Schoenfeld Wealth. "This achievement reinforces our team's commitment to excellence in delivering personalized wealth management services to help our clients achieve their goals with confidence and clarity.”

Now in its seventeenth year, this report from Accounting Today ranks CPA firms involved in financial planning by assets under management using data gathered by their editors from the planners themselves, broker-dealers, and independent market research services to then rank the firms.

This year, the common thread throughout those who made the list was this advice to their clients: Stay the course. Despite attention-grabbing headlines and an uneasy environment, financial planners emphasize the importance of avoiding reactionary choices that can jeopardize long-term plans. McCullough echoed this sentiment, saying, "Consistency and discipline are the cornerstones of successful wealth management. This means that while we track and are responsive to market conditions, we emphasize a defensive, best-of-breed approach to build and protect wealth."

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 planning, risk management, and more. By combining their extensive industry knowledge with a client-centric approach, the firm has built a reputation for providing innovative, tailored solutions that meet the unique financial needs and objectives of their clients.

The recognition as a 2023 Top Firm by Assets Under Management further validates Mowery & Schoenfeld Wealth's position as a trusted and respected wealth management firm in the industry. The firm remains committed to upholding the highest standards of professionalism, integrity, and client service, as they continue to help clients navigate complex financial landscapes with confidence to achieve financial peace of mind.

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 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, Downtown Miami, and the Philippines. Made up of 20 partners and over 160 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois.