About Us
We take a Fiduciary Approach as we advise clients in the areas of Tax Efficient Retirement Income Planning, Investment Strategy, Estate Planning & Optimizing Social Security. We show individuals and couples how to keep more of what they have accumulated and more fully protect, preserve and pass on their wealth.
Steve Parker
Steve is a recognized Financial Educator, Speaker and Retirement Income Planner who regularly instructs future and current retirees through retirement planning workshops and private briefings.
Steve holds a CPA (Certified Public Accountant) designation and earned his MBA from the Owen School of Business at Vanderbilt University where he graduated with honors.
His background includes over 35 years of service as an independent financial and retirement planner, work with two public accounting firms and positions as the chief financial officer of two major companies.
He also has extensive professional and civic leadership experience including chairing a Regional United Way campaign. He is also the past President of the Orland Park chapter of the American Financial Education Alliance (AFEA).
Steve lives in Palos Park with his wife Patty. They enjoy traveling, the arts, and spending time with their three adult sons and their families.
Ben Parker
Ben is an Investment Advisor Representative holding a Series 65 Certification, Life License & Health License. He studied Business & Management Information Systems at the Lumpkin College of Business and Technology. He’s currently working on attaining his CFP.
His professional background includes 6 years of service as an independent financial and retirement planner and 14 years of managing his own business teaching students privately outside of Parker Wealth Management Group, which he still enjoys to this day.
Ben lives in Oak lawn with his spouse Sam. They enjoy music, friends, family time and spoiling their two dogs named Jack & Ellie.