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Financial services

Mesirow Partners with Foundation for Financial Planning to Deliver Pro Bono Financial Planning Services

Strategic Insights

— 1 min read

Mesirow Wealth Management, in partnership with the Foundation for Financial Planning (FFP), will empower its Advisors to deliver pro bono financial planning services to individuals and families in need. This collaboration underscores Mesirow's long-standing commitment to community engagement and investing in what matters. The partnership aligns with FFP's mission to create broader access to pro bono financial advice for underserved populations. For over 30 years, FFP has connected CERTIFIED FINANCIAL PLANNER(TM) professionals with at-risk groups, including active-duty military members, veterans, individuals with cancer, seniors, and caregivers.

Key Takeaways:

  • Mesirow Wealth Management has partnered with the Foundation for Financial Planning to provide pro bono financial planning services to underserved populations.
  • The partnership aims to empower Mesirow's Advisors to make a real impact on families facing difficult life and financial circumstances.
  • Mesirow has a tradition of investing in what matters, including its clients, communities, and culture.
  • FFP's RIA Impact Partners and Corporate 100 Club programs will equip Mesirow's Wealth Advisors with resources, training, and volunteer opportunities.
  • Mesirow's partnership aligns with FFP's mission to create broader access to pro bono financial advice for at-risk populations.
  • FFP has provided almost $10 million in grants to national and community-based pro bono programs and worked with partners to activate over 30,000 financial planners to volunteer their time and talents.

Statistics:

  • Mesirow and FFP will provide pro bono financial planning services to underserved populations.
  • FFP has provided almost $10 million in grants to national and community-based pro bono programs.
  • Over 30,000 financial planners have volunteered their time and talents through FFP's programs.
  • FFP has reached more than 765,000 people in crisis or need over the past 30 years.
  • Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times.
  • Mesirow is one of Barron's Top 100 RIA firms.

Sources:

  • Mesirow Financial Holdings, Inc. press release, Aug. 25, 2025
  • Foundation for Financial Planning (FFP)
  • Crain's Chicago Business
  • Barron's

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