WE

believe that everyone deserves to feel that they are on the right path to financial freedom and achieving their life’s goals. We do that by creating strategic financial plans based off of your objectives, not ours. Having a team of Certified Pension Consultants, accredited investment fiduciaries, and CERTIFIED FINANCIAL PLANNERS™ to take care of your money and give you peace of mind.

We are the teammate in your corner that constantly monitors your plan(s) so that you can get back to doing what makes you, you.

Why Clients Hire Us

We are your fiduciaries bringing retirement plan services, business consulting, financial planning, and wealth management to you, your team(s), and your family.

1. INDUSTRY AUTHORITIES

All our advisors are authorities in the industry. Our high standards for accreditation, continuing education, and industry experience ensures that we are current and transparent in all our practices.

2. TECHNOLOGY & EASE OF USE

Valuing your time and making this process easy is a passion of ours. We provide digital tools that allow you to view, change, and interact with your finances all in one spot. It’s simple and we like it that way.

3. EDUCATION & SUPPORT

We provide ongoing education, tips, and tricks to keep you current and support your financial independence. We are in it for the long haul, eager to support you and your team(s) throughout every life stage.

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Our Process

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Take an inventory of your current state, your objectives, and your goals.

Get together with us to discover ways to enhance your current situation and learn how we can help.

We implement the enhanced plan together.

We monitor the progress and make sure the plan is always meeting your goals.

Knowledge is key on your journey to financial independence

Meet Your Team

Sarah Parker

President

Sarah Parker is the President of ABG Consultants, where she leads the firm's strategic direction, client relationships, and growth initiatives. With more than 20 years of experience in retirement plan consulting and institutional investment advisory services, Sarah helps organizations and individuals navigate complex financial and fiduciary responsibilities. Her expertise includes fiduciary governance, investment due diligence, portfolio management, retirement plan strategy, and financial wellness initiatives. Sarah has held leadership positions throughout the retirement and investment consulting industry and is known for delivering strategic solutions and fostering strong client relationships. She earned her MBA in Finance, Magna Cum Laude, from the Weatherhead School of Management at Case Western Reserve University and holds a Bachelor of Science in Finance from Cleveland State University. Sarah is a Certified Plan Fiduciary Advisor (CPFA®) and Non-Qualified Plan Consultant (NQPC). She has been recognized as a NAPA Top Woman of Excellence in 2024 and 2025 and as a Top Woman in Finance by Crain's Cleveland Business

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Peter Messina

Vice President

Peter Messina is the Vice President of ABG Consultants. Since joining ABG in 2013, Peter has been assisting with firm development, operations, investment management, and service. As a retirement plan specialist, he has extensive experience helping organizations and plan sponsors navigate retirement plan strategies, investment menu design, fiduciary oversight, and participant outcomes. He highly values the relationships with plan sponsors and participants and is dedicated to delivering an exceptional level of service, responsiveness, and strategic insight. Peter holds a Bachelor of Science in Economics as well as a Bachelor of Science in Anthropology from the University of Utah. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®) and Qualified 401(k) Administrator (QKA®).

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Tabitha Garreffa

Senior Investment Advisor

Tabitha Garreffa is a Senior Investment Advisor at ABG Consultants, where she leads the firm's wealth management services and advises individuals, families, and retirement plan participants on comprehensive financial planning, investment management, and risk management strategies. Since beginning her advisory career in 2013, she has been dedicated to helping clients navigate important financial decisions and pursue their long-term goals. As a retirement plan consultant, she works closely with plan sponsors and participants to support fiduciary oversight, retirement readiness, and positive participant outcomes. Tabitha served 22 years in the United States Army Reserve and Army National Guard, retiring in 2021. She earned her Master of Business Administration from the University of Phoenix and holds the Certified Plan Fiduciary Advisor (CPFA®) designation. Tabitha has been recognized as a Five Star Wealth Manager annually since 2019 and was featured in Fortune Magazine's November 2020 Women in Wealth special section.

What We Value

Inclusivity | Growth | Empathy | Disruption | Partnership

WHAT MAKES US GREAT

ABG Consultants is a member of Alliance Benefit Group National which serves:

20,000

PLANS

1,700,000

PLAN PARTICIPANTS

86

BILLION DOLLARS IN PLAN ASSETS

Customer Relationship Summary (Form CRS)

In June 2019, the Securities and Exchange Commission (SEC) adopted requirements (SEC Release 34-86032) for registered investment advisers, broker-dealers and dual-registrants that do business with retail investors to file a Customer Relationship Summary (Form CRS).  Form CRS is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers  and operating as a resource regarding fees, conflicts of interest and services provided.  Please click on the link below to view our filing of form CRS.  If you have any questions regarding this please contact us through information on our contact us page.

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