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?

Northbrook Financial Planner Featured in Yahoo Finance Article

When to apply for Social Security is an important decision and Doland provides his clients with a Social Security Benefits Optimization Report.

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.

FPA-IL Celebrates Community Outreach Anniversary at Northbrook Public Library.

Patrick Doland, a Northbrook based Certified Financial Planner® and a former president of the FPA-IL North Shore Council stated, “When I first approached the library in the summer of 2007 about providing the free service at the library, I had no idea that we would meet with over 120 north shore residents over the next six years.”

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.