Mowery & Schoenfeld Wealth Management

Mowery & Schoenfeld Wealth Management

Mowery & Schoenfeld Wealth Management was established in 1999 by principals Kurt Mowery and Jeffrey Schoenfeld, anchoring its practice in the northern Chicago suburb of Lincolnshire. The firm operates as a registered investment advisor (RIA), a regulatory posture that binds it to a fiduciary standard when advising on securities. Its client base spans high-net-worth individuals and institutional retirement vehicles, including pension and profit-sharing plans. The firm's service model integrates wealth management, financial planning, and tax preparation and compliance services. This combination — uncommon among RIAs that often outsource tax — positions Mowery & Schoenfeld to align portfolio decisions directly with tax consequences, a structural advantage in serving business owners and professionals. The practice manages assets across public equities, fixed income, and mutual fund allocations, with additional advisory on retirement plan design for plan-sponsor clients. Geographic focus remains on Illinois and the broader Midwest. Team size and total assets under management are not publicly disclosed, consistent with the firm's private, partnership-driven structure. Mowery & Schoenfeld has not launched adjacent philanthropic entities, spin-off funds, or club-vehicle structures under its brand. Its operational footprint remains anchored in Lincolnshire, with no known satellite offices. Recent observable activity is limited; the firm maintains a deliberately low public profile, a posture typical of tax-centric RIAs where client confidentiality is paramount. Mowery & Schoenfeld's structural differentiator is its vertically integrated tax-and-investment engine. Where a typical independent RIA coordinates with a client's outside CPA, Mowery & Schoenfeld brings both disciplines in-house, creating a feedback loop that can inform tax-loss harvesting, entity structuring, and retirement plan contributions within a single advisory relationship. This architecture is common in accounting-firm hybrid RIAs, but rare in independently founded wealth managers.