At Reason Financial Advisors, we understand that your time is one of your most precious resources. So, to use your time more productively, you can conduct your business with us using the latest Internet technology. Talk with us on your smartphone, tablet, laptop or other device to create or update your personalized financial plan and to manage your investments. Our high definition video conferencing affords...
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.
Patrick L. Doland, CFP™, principal of Reason Financial Advisors being interviewed by Marie Swift at the July 13, 2012 NAPFA Midwest Symposium in Chicago.
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.
Reason Financial Advisors, Inc. of Northbrook announced today that they have opened a branch office in Naperville to serve clients in DuPage County and Will County. "Our firm has been growing and opening new office along Chicago's I-88 Technology Corridor creates additional opportunities that we may not see at our northern Cook County office in Northbrook," reported Patrick L. Doland, a principal with the firm.
Reason Financial Advisors announced today that Mark J. Gilbert of Downers Grove has joined the fee-only financial planning and investment management firm as a principal. Gilbert, a long time DuPage County resident was most recently vice president and senior financial planner with a registered investment advisory firm that was affiliated with a large regional bank in Chicago.
Patrick L. Doland of Northbrook was recently elected president of the North Shore Council of the Illinois Chapter of the Financial Planning Association (FPA).
Patrick Doland, principal of Northbrook based Reason Financial Advisors, Inc., has been elected to the National Association of Personal Financial Advisors Midwest region board.