Eddie Patel CFP - Founder/CEO
"Together, we will make sure your future is a prosperous one."
What do we do?
The Zen Wealth Management Group is a collection of tax and financial planning service offices located in/around Chicago. Each office has been acquired from a retiring accountant or financial planning practitioner.
Our President/CEO is Eddie Patel a CERTIFIED FINANCIAL PLANNER practitioner and member of several professional associations including the National Association of Tax Professionals, Financial Planning Association of IL and the Chicago Association of Realtors.
Eddie Patel is highly accomplished having been in business since 2004 and having grown the firm to serving close to 1650 individuals & small businesses.
Why contact us?
We are a rare combination of service and technology not found readily outside of a large corporate setting. Nowhere else can you receive advice or service on as many financially impactful areas of your life or your business.
We will do everything we can to help you become successful no matter what your goals may be:
-Helping you Avoid/Eliminate unneccessary taxes
-Help you identify problem areas in your current financial plan including finding hidden fees, spotting underperforming investment holdings, and uncovering hidden areas of risk that if unchecked could collapse your retirement plan.
-Helping you make key decisions concerning the formation of your business
...And Much More