Fiduciary Financial Advisor & Retirement Planning in Orland Park, IL
Our Orland Park office welcomes pre-retirees and retirees from Tinley Park, Palos Heights, Homer Glen, Mokena, and across the Southwest Suburbs — with honest, family-owned fiduciary advice.
Our Orland Park office
We're on the top floor of the executive plaza on 94th Avenue, a short drive from LaGrange Road and I-80. When you arrive, you'll be greeted by a real person, offered a coffee, and shown to a private conference room — no glass fishbowl, no interruptions.
Retirement Planning Services in Orland Park
A written, fiduciary plan built for how you actually want to live in retirement — not a product pitch. Here's how we help south suburban families.
Retirement Income Planning
Many Southwest Suburbs clients retire from long careers with pensions, union benefits, or small-business proceeds. We coordinate those income sources into a monthly plan that keeps up with taxes, inflation, and healthcare.
Asset Protection & Risk Management
Protecting principal matters most in the years just before and just after you stop working. We map your downside risk clearly so a bad market year never derails the retirement you've earned.
Tax & Estate Planning
From property taxes on the family home in Orland to Illinois estate thresholds, taxes quietly shape retirement outcomes. We plan withdrawals, gifting, and beneficiary strategy to keep more where it belongs.
Social Security & Medicare Planning
Coordinating benefits between spouses, timing filing dates around continued work, and navigating Medicare enrollment windows — we handle the details so you don't lose lifetime dollars to an avoidable mistake.
Investment Management
Diversified, fiduciary-managed portfolios built around your income need and comfort with risk. No hidden layers, no cookie-cutter allocation — just an investment plan you can explain to your spouse.
Serving Orland Park and Nearby Communities
From our office on 94th Avenue, we regularly work with families across Tinley Park, Palos Heights, Orland Hills, Homer Glen, Mokena, and Frankfort. Many are second- or third-generation south suburban households — retiring from careers with the City, District 230, or a family-owned business — and want an advisor who understands what they've built and why.
Also serving families from our Schaumburg and Naperville offices. Want to learn first? Find a retirement workshop near Orland Park.
The reasons south suburban clients stay for decades
Fiduciary advice, not sales
A legal obligation to act in your best interest — every recommendation is documented, transparent, and reviewed with you before anything moves.
A family firm you can name
Tim Dern, RICP, founded the firm; his sons and family carry it forward. You'll know exactly whose desk your plan sits on in Orland Park.
Two decades in the south suburbs
20+ years and 250+ Chicagoland families served — including many long-time relationships that began right here in Orland Park.
Questions from our Orland Park visitors
Where do I park at your Orland Park office?
Our office at 15255 S 94th Avenue sits in the Orland Executive Plaza with a large, free surface parking lot. We're on the 5th floor — take the elevator up and check in at reception when you arrive.
Do you host retirement workshops on the Southwest Side?
Yes — we regularly run free retirement education events across the Southwest Suburbs and online. Sessions cover Social Security timing, income planning, and tax-smart withdrawals. See upcoming dates on our education page.
Do you work with clients from Tinley Park, Homer Glen, and Mokena?
Absolutely. The Orland Park office is our home base for the Southwest Suburbs and we meet regularly with families from Tinley Park, Palos Heights, Orland Hills, Homer Glen, Mokena, and Frankfort. Virtual meetings are always an option.
Do you work with retired public employees, teachers, and police in the south suburbs?
Yes — many of our Orland Park clients are retired teachers, firefighters, and police officers with SURS, TRS, or municipal pensions. We're familiar with how those benefits interact with Social Security, Medicare, and Illinois taxes.
Retire with confidence in Orland Park.
Whether you're two years from retirement or ten years in, one conversation with our family can bring the clarity you've been waiting for.