Reason Financial Advisors, Inc.

Reason Financial Advisors, Inc. is an independent, fee-only financial advisory firm. We specialize in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs. Our mission is to assist clients in identifying their life's goals and helping them to achieve the financial independence to accomplish them.

What's New?

North Shore Financial Advisor Guests on WGN Radio

Patrick Doland, a Northbrook financial advisor was a guest on The Money Show on 720 WGN Radio in Chicago. Hosted by Bill Moller, the Saturday afternoon show focuses on personal finance.

Downers Grove Financial Advisor Featured in Investment News

 Mark J. Gilbert, CPA/PFS, MBA and principal with Reason Financial Advisors, Inc. was quoted in an article titled “Loan Fiasco Leads to Money Fund Concerns” published on December 17, 2007, in Investment News.

Northbrook Financial Planner Participates in Daily Herald Call-In Program

As president of the North Shore Council of the Financial Planning Association of Illinois, Doland stated, “There are many individuals who from time-to-time have a financial question, but don’t use the services of an advisor. We’re glad our FPA members were able to offer our assistance.” Doland is a CERTIFIED FINANCIAL PLANNER™ practitioner and received an MBA from Northwestern University.

North Shore Financial Advisor Presents to Illinois CPA Society

This inaugural conference presentation was unique as it brought together business owners as well as professionals in the fields of business valuation, mergers and acquisitions, technology, personal financial planning, law and accounting to show how all these areas are impacted as a business owner considers his or her ownership succession strategies.

Daily Herald Features Mark J. Gilbert on Exit Strategies

He advised owners to “structure the business to facilitate the goal. Four or five years away from the exit event, you (business owners) should be thinking about what you want your future to look like beyond the business.”