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We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them!

Leadership

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.

 
Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Client Reviews
We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.
 
Employment Opportunities
Check this page from time to time for specific employment opportunities.
Blog
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
 
COVID-19 Update
The health and safety of our Zen Wealth Management Group team and clients in Chicago, IL is our top priority. With the COVID-19 virus having an increasing impact in our community, we want to let you know how our business is addressing this situation. Currently, our offices are still open for appointments.

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Eddie Patel - In the Media

Eddie talking about using ADP Run Payroll for Partners

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (773) 248-1000

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