About Us

Steve Parker is a Financial Planner and Investment Advisor Representative.

He takes a Fiduciary approach as he counsels and advises his clients in the areas of Tax Efficient Retirement Income Planning, Investment Strategy Diversification and Estate Planning.

Steve is a CPA.  He also earned an MBA from the Owen School of Business at Vanderbilt University where he graduated with honors.

His professional background includes over 30 years of service as an independent financial and retirement planner, service with two public accounting firms and positions as the chief financial officer of two major businesses.

Steve has extensive professional and civic leadership experience including chairing a Regional United Way campaign, serving as President of a Community Foundation and an Educational Foundation.

He is currently the President of the Orland Park chapter of AFEA (American Financial Education Alliance), a not-for-profit financial education organization.

Steve lives in Orland Park, Illinois with his wife Patty.  They have 3 adult sons, Kyle, David and Benjamin.

Steve Parker, Suit & Tie

Our Specialties & Capabilities

  • Investment Advisory Services
  • Tax Efficient Retirement Income Planning
  • Estate Planning
  • Investment Strategy Diversification to Limit Large Drawdowns
  • Optimizing After Tax Social Security Benefits
  • Matching Your Risk Profile to Your Investable Asset Holdings