Steven Swanson, CFP®

Steven Swanson, CFP®

Founder, Wealth Advisor

Steven Swanson began his career in 1999 at Prudential Insurance Corporation with a firm commitment to the understanding that the basic principles of financial planning begins in areas that work toward protecting and building a foundation for success. From there he spent 16 years with JP Morgan Wealth Management working directly with private clients in their private banking platform. He focused on helping families and businesses set and work toward achieving their financial goals. It was during this time he found how much he enjoyed working with his peers as a coach and teacher to grow their careers in this industry. He also realized how important it is to surround oneself with a team to provide a wide array of products and services to his clients.

In 2016, Steven founded Atlas Wealth Management with a passion to provide his clients and peers with a team approach to wealth management. With over 20 years of industry experience, Steven had a vision of expanding his scope of services without limitation while adhering to a strict Fiduciary focus. This along with a strong team concept allows each member of Atlas to draw upon their collective knowledge to provide their clients with multi-faceted wealth management strategies tailored to each client’s individual objectives. This approach sets the foundation of Atlas Wealth Management and allows them to separate themselves from other firms.

Steven is a 1999 graduate of the University of St. Francis. He has earned his FINRA Series 6, 7, 63, and 66 registrations. Currently held through LPL Financial. He also holds licenses in Life, Health, and Property and Casualty insurance. In 2019 he completed the Certified Financial Planner certificate program through the Northwestern University School of Professional Studies and has met the CFP Board's educational, experience, examination, and ethical requirements. He has committed to providing financial planning services that adhere to the CFP Board's standards of excellence.

As an active member of the local community, Steven has supported the growing needs of families and businesses in search of clarity and direction in the planning process. He is a proud supporter and volunteer at St. Joseph School and Church in Lockport, Illinois. Each year, Steven sponsors the annual Jogging for Joe’s 5k and Oktoberfest celebration. He can also be found supporting and volunteering at Providence Catholic High School in New Lenox, Illinois and St. Mary Mokena School in Mokena, Illinois.

He and his wife Lisa reside in Homer Glen, with their daughter Madison, and their son Vincent. Steven can be found on the sidelines coaching both his son and daughter’s basketball teams at St. Joseph School or working the books for the Providence Catholic High Schools girls’ basketball program. He believes in the development of team building skills provided by athletics and was a part of the University of St. Francis football program himself.


Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.

– Andrew Carnegie