WHAT WE OFFER

Investment Management

Beyond CPAs and tax advisors, we've assembled a complete team of investment professionals, institutional custodians, and specialty managers working together as an extension of Reason Financial to optimize every aspect of your wealth.

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6 CFA® · 2 CAIACharterholders on the research team
CFP® · CPA · EACFP®, CPA, and EA professionals working together

Your Investment Brain Trust

Beyond our Reason Financial advisors, you gain access to Merit Financial Group, LLC, our registered investment advisor and institutional research partner. While you'll see Merit on your financial paperwork, think of them as an extension of our team.

Merit serves as our compliance, research, and investment consulting arm, providing institutional-grade resources typically available only to the largest wealth management firms.

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13Investment professionals nationwide
6CFA® charterholders
2CAIA charterholders
Dedicated portfolio management team

Specialists in equity, fixed income & alternatives

Your Custodian + Our Expertise

Our Platform Partners

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Advanced Strategies

Specialized investment strategies and solutions.

  • 1031 Exchanges
  • Private Placement and Hedged Equity
  • Direct Indexing
  • Highly Appreciated Holding Tax Management
  • Lending
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  • Photo of — Warren Buffet

    "Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1"

    — Warren Buffet
  • Photo of — Sir John Templeton

    "The four most dangerous words in investing are: 'This time it's different.'"

    — Sir John Templeton
  • Photo of — Peter Lynch

    "Know what you own, and know why you own it."

    — Peter Lynch
  • Photo of — Ben Graham

    "The individual investor should act consistently as an investor and not as a speculator."

    — Ben Graham
  • Photo of — Ken Fisher

    "Time in the market beats timing the market."

    — Ken Fisher

    • Solid Foundation - Know What You Believe

    Before you commit your money or your time, know what you believe. A solid foundation will help you possess the clarity you need to persevere in your journey, your investment plan and your promises.

    MINDSET

    How we think about markets

    • Discipline

      Intellectual rigor, discipline, patience and faith in the future matter.

    • Stay invested

      Investing in stocks has rewarded investors over the long term.

    • Behavior

      Emotions influence investor behavior.

    • No market timing

      Market timing does not work over the long term.

    PORTFOLIO CONSTRUCTION

    How we build your portfolio

    • Three distinct ideas

      Diversification, asset allocation and efficiency are separate and distinct concepts.

    • The whole portfolio

      Asset allocation looks at each investment’s risk in the context of the whole portfolio, not in isolation.

    • Allocation first

      Asset allocation matters more than product selection.

    • Protect the downside

      Minimizing losses improves the compounding power of wealth.

    ONGOING GUIDANCE

    How we stay with you

    • Rebalancing

      Disciplined and automated rebalancing improves results.

    • Manager selection

      Skillful managers can be identified.

    • Advice

      Listening and providing advice are critical to guiding investors.

    A solid foundation: eleven beliefs that guide every portfolio we manage.

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    Trusted by Families Nationwide

    Together with our clients, we've built lasting relationships and meaningful results.

    25+ Years

    Experience that lasts

    Hundreds

    Clients and families nationwide

    CFP® · CPA · EA

    CFP®, CPA, and EA professionals working together

    Stay Informed with
    Quarterly Research & Insights

    Meet the Financial and Tax Professionals

    Our experienced team is dedicated to helping you achieve your financial and tax goals with personalized advice and comprehensive services.

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    Research and Insights