Reason Financial Advisors, Inc. - A Fee-Only Financial Planning Firm Serving the Chicago Area

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.

Reason Financial Advisors, Inc.
350 Pfingsten Rd.
Suite 108
Northbrook, IL 60062
847.205.9501

What's New?

North Shore Financial Advisor Guests on WGN Radio

December 29, 2007

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

December 24, 2007

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

October 3, 2007

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

June 8, 2007

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

April 1, 2007

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.”

IMPORTANT CONSUMER DISCLOSURE Reason Financial Advisors, Inc. ("Reason Financial") is a registered investment adviser located in the state of Illinois. Reason Financial and its representatives are in compliance with the current registration requirements imposed upon investment advisers in those states in which Reason Financial maintains clients. Reason Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Reason Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Reason Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Reason Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Reason Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Reason Financial, please contact the state securities law administrators for those states in which Reason Financial maintains its registration as an investment adviser. A copy of Reason Financial's current written disclosure statement discussing Reason Financial's business operations, services, and fees is available from Reason Financial upon written request. Reason Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Reason Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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