Basil Financial Group, LLC
As financial professionals, our passion is helping people make smart decisions about their money. Lois created Basil Financial Group to provide comprehensive and unbiased financial planning for individuals and their families. We love what we do because we help our clients have happier relationships and more fulfilling lives.
When we start working together, we will talk about your needs and how you want to lead your life. Our goal is to create a comfortable, confidential environment where you feel free to discuss your financial and personal concerns. Based upon that information, we will help you create a financial plan that supports your vision. The plan will be comprehensive and include everything from tax preparation and planning to investment strategies, insurance and estate planning, and real estate analysis.
For all the work we do together, Basil Financial Group charges just one annual retainer fee. That means you can meet with or speak to us any time during the year if you have new questions or as your situation or goals change.
Lois Basil, CFP®
Lois owned her own Chicago-based accounting firm for 13 years before enrolling in Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program, and is a Registered Investment Advisor with the State of Illinois. Lois served as an elected board member of the Alliance of Comprehensive Planners, a national group of fee-only financial advisors. She is also a registered financial advisor with NAPFA, the National Association of Personal Financial Advisors.
Lois earned her Bachelor of Arts degree in Accounting from Augustana College and her CFP® designation in May 2010.
Hannah Basil Bryant, CFP®
Hannah joined Basil Financial Group in August 2015 after working in commercial lending and at a technology startup. Hannah completed Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program in April 2017 and met all requirements to become a CFP® practitioner in August 2017. Hannah became a partner in the firm in September 2021. Hannah is an Illinois registered Investment Adviser Representative. Hannah earned her Bachelor of Arts degree in Economics from Knox College and studied corporate finance and international marketing at the London School of Economics.
Courtney Cox, Director of Client Service
Courtney joined Basil Financial Group in February 2017 after working at BMO Capital Markets and Marquette Associates. Courtney earned her Bachelor of Science degree in Economics from Indiana University and minored in Business. Courtney brings great energy to the team, passion for service and extraordinary attention to detail. Courtney’s role has expanded significantly since joining and we are pleased to announce her 2020 promotion to Director of Client Service. Courtney is our client’s main point of contact for scheduling, document management, TD Ameritrade, bookkeeping and much more.
In the news
Basil Financial Group has been featured and quoted in a number of publications, including Financial Planning magazine and the Chicago Red Eye. Visit our press page to read more.
We understand that your situation is unique and that you need a financial plan that reflects YOUR life and YOUR financial goals. Why don’t we get started today?
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