Patrick L. Doland

Patrick L. Doland

| CFP®, MBA, AIF®

Reason Financial Advisors, Inc.

(630) 807-9009

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Fee-Only Financial Advisor serving Cook, Lake & DuPage counties in Illinois.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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1717 N. Naper Blvd
Suite 200
Naperville, IL 60563

350 Pfingsten Road
Suite 108
Northbrook, IL 60062

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Patrick Doland is a Chicago area Fee-Only Financial Planner with offices in Northbrook and Naperville serving Cook, Lake & DuPage counties in Illinois. Reason Financial Advisors, Inc. specializes in providing objective financial planning and investment management to help clients build, manage, and protect their assets through life's transitions.  Patrick Doland is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Education:

Patrick L. Doland received his BA from Upper Iowa University and his MBA from the Kellogg Graduate School of Business at Northwestern University. He also graduated from the Graduate School of Banking at the University of Wisconsin – Madison. Pat is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.

Experience:

Pat has over twenty years experience in banking which included serving as senior vice president of a large suburban Chicago bank. In 1998 he became a principal of a fee-only financial planning firm located in Northbrook. In 2003 he started Reason Financial Advisors, Inc. Although Pat is a licensed insurance producer, he does not sell insurance or receive commissions from any investment or insurance products.

For four years Pat produced and hosted the Comcast cable access show Financial Solutions that aired in 225,000 households in the northern Chicago suburbs. He has been a speaker at national and regional conferences and has written articles for such publications as Crain’s Chicago Business and Midwestern Financial Planner. He has also served as an informational source and been quoted in publications including BuinessWeek Online, the Chicago Tribune, Chicago Sun-Times, Journal of Financial Planning, Fidelity Investor’s Quarterly, and Financial Planning magazine.

Professional and Civic Memberships:

Pat is past-president of the Financial Planning Association of Illinois’ North Shore Council (FPA-IL) and has served on the board of the National Association for Personal Financial Advisors Midwest Region (NAPFA).  He is also a member of the Greater North Shore Estate and Financial Planning Council and past-president of the International Association for Financial Planning North Shore Chapter (IAFP).

Civic involvement has also been an important part of his life. He is past-president of the Rotary Club of Northbrook and past-president of the Northbrook Civic Foundation. He has also served on various boards including a downstate bank, the Graduate School of Banking in Madison, Wisconsin, the United Way of Suburban Chicago and the United Way Crusade of Mercy serving the metropolitan Chicago area.
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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.

Fee-only financial advsors do not receive commissions. Rather, our clients pay us directly for the services we provide.
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