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?

Mark Gilbert Authors Column for CPA Magazine

Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc. authored a column in the Winter, 2013-14 issue of INSIGHT, the magazine of the Illinois CPA Society, entitled “How to Cover Your Bases,” on the topic of professional liability insurance.

Illinois CPA Society Recognizes Naperville CPA Financial Planner

On June 1, Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc., was awarded both a Time and Talent Public Service Volunteerism Award and a Distinguished Media Service Award by the Illinois CPA Society at its annual Leadership Recognition Dinner for volunteer efforts on behalf of the Society during the past year. 

Naperville CPA Financial Planner Advises CPAs About Retirement Planning for Early and Mid-Career Clients

In the Spring, 2011 issue of INSIGHT, the magazine of the Illinois CPA Society, Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc. contributed a column entitled “Fortune Hunting: A Look at the Unique Needs of 30-50 Year Olds Planning for Retirement.

Chicago Area Financial Planners Participate in Money Smart Week

Following Ms. Savage's presentation, over 25 area financial planners provided free one-on-one planning sessions with program attendees."This was the third year I participated in the event," said Patrick Doland, a fee only financial planner from the northern suburbs.

Financial Planner Presents at Northbrook Public Library on Retirement Planning In Uncertain Times

"Retirement income" according to Doland, "is becoming a major concern to retirees as they try to generate more income at a time when companies are suspending dividends, bank CDs and bonds are paying rates far below the average over the past decade, and equity valuations are down at levels we haven't seen in nearly 10 years."