Mowery & Schoenfeld Wealth Management

Mowery & Schoenfeld Wealth Management

Mowery & Schoenfeld Wealth Management was founded in 1999 by partners Jeffery Mowery and Keith Schoenfeld, who anchor a team of ten professionals from a single office in Lincolnshire, Illinois. The firm discloses no wealth-origin event, operating instead as a career advisory practice built on the partners' personal books of business. Its client base spans high-net-worth individuals and pension or profit-sharing plans, though the firm does not publish an aggregate AUM figure. The practice combines tax preparation, retirement income modeling, estate planning, and investment management under one roof, functioning as a financial quarterback for clients rather than a pure asset-gatherer. Investment portfolios are tailored individually rather than run from a central model, and the firm makes no public claims about direct deal participation, fund commitments, or proprietary product. Its published footprint is entirely domestic, with no offices or stated deployment activity beyond the US. Public details on scale are scarce. The firm lists ten team members on its website, including partners Mowery and Schoenfeld alongside tax and planning professionals. No recent operational milestones — fund closings, team expansions, or strategic launches — have been reported in the last 24 months. The firm does not maintain a visible LinkedIn presence or disclose participation in peer networks or co-investment clubs. The firm's structural differentiator is its deliberately narrow architecture: a single-location, partner-led RIA that has not expanded geographically, raised outside capital, or launched adjacent vehicles. Its governance rests entirely on the two named partners, with no public indication of a succession plan or external board — a posture that keeps incentives aligned with existing client relationships but raises questions about institutional continuity.