Patrick Doland

CFP®, MBA, AIF®

Reason Financial Advisors, Inc.

Financial Advisor

Patrick Doland

CFP®, MBA, AIF®

Reason Financial Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Doland, CFP®, MBA, AIF®

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

Patrick Doland is a Naperville, IL fee-only financial planner. Reason Financial Advisors, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Doland is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Patrick Doland is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Patrick Doland

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Office Locations:

  • 1717 N. Naper Blvd
    Suite 200
    Naperville, IL 60563
  • 350 Pfingsten Road
    Suite 108
    Northbrook, IL 60062

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