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 Founded in 1993

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For over 30 years, our team has provided judicious investment advice, crafting tailor-made retirement plans for individuals, families, and small businesses. Our experienced financial experts have helped hundreds of businesses and generations of families realize their retirement, education, and legacy-planning goals.

Retirement Services Group

Our Vision

Our firm is anchored in the simple purpose of attaining for clients a durable source of retirement income, and growing that income into a meaningful legacy. Whether advising sponsors on their small-business retirement plans, or individuals and families at the retail level, our practice is guided by a steadfast belief: meaningful wealth can only derive from patient investing over a long-term horizon.


Our value as financial advisors lies in crafting an investment policy appropriate to our client’s most cherished financial goals, and in coaching clients during stressful market episodes to keep faith with this plan. It is our purpose as advisors to inculcate the habits that result in long term investing success – fidelity, discipline, and patience.


Peter Kearney

Financial Advisor, Joined in 1993

Peter Kearney has had a career-long presence in the Chicagoland area, and thirty-plus years of experience in financial advising. He has maintained an abiding list of client relationships, partnerships that have lasted for a median of over ten years. He has been privileged over his lengthy career with the management of the widest array of client accounts: from tax-advantaged retirement accounts, to college accounts, to life insurance accounts.


In running his own advisory firm, Peter is able to tend to clients with the personalized and timely service that they deserve, delivering the kind of individual attention that is ultimately necessary for true investment success.

Email : Tel: 312-965-8462

Our Associates

Team Anchor

The stock market is a device to transfer money from the impatient to the patient.

Warren Buffett

Value 01.


We maintain with clients a deliberately relaxed and friendly environment - any and all concerns are welcome for discussion, at any time. We are dedicated to a set of fundamental principles, which guide our approach to investing. Accordingly, we are committed to speaking on those principles candidly and with conviction, taking time to instruct and to remind our clients of their critical importance.

For small businesses and plan sponsors, we enthusiastically service plan participants, educating them as to what benefits are provided by their company plan, and how best they can take advantage of those benefits. Our value as advisors lies in helping the sponsor attract and retain key employees.

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