The purpose
of wealth – life.

Combining financial intelligence with emotional intelligence, meaningful collaboration, and technology to “change the way of wealth” and help you care for and experience life fully.
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OUR STORY

The Doyenne Difference.

It goes without saying we all love what we do, and have dedicated our careers to it. But we’re not ready to stop there. We want more for ourselves, our team, our organization — and for you. We’ve come together to transform “dollars and cents” into “dollars and sense.”
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There’s a big difference between a pilot and an aviator. One is a technician; the other is in love with flight.

IQ + EQ = Doyenne

Financial intelligence plus emotional intelligence, what does it mean?
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Ensemble
Approach
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Embracing
Technology
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A Modern
Culture
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Listening
Differently
Rocket Icon Doyenne Wealth Management Advisors helping with philanthropy cash management
Ensemble
Approach
Brain Icon Doyenne Wealth Management thinking about retirement compliance
Embracing
Technology
Plant Icon Doyenne Wealth Management Advisors planning fpr a second home divorce retirement
A Modern
Culture
Headphones Icon Doyenne Wealth Management Advisors listening to your investment strategies financial goals estate planning
Listening
Differently
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Birds of a feather flock together here.

OUR FOUNDERS

Colleagues for Years.
Collaborators for Life.

To know any one of our founders is to know someone who was born to be a passionate wealth advisor. To know them as a team is to know their collective desire to build a passionate organization.
Mary Claire Allvine CFP®, MBA CEO headshot

Mary Claire Allvine
CFP®, MBA

Managing director, CEO

Kristin Balon CFP®, MBA headshot

Kristin Balon
CFP®, MBA

Managing director

Kate Donaldson CFP® CFO headshot

Kate Donaldson
CFP®

Managing director, CFO

Anne Petty CFP® bio Doyenne

Anne Petty
CFP®

Managing director

Laura Stern CFP®, CFA, MBA CCO headshot

Laura Stern
CFP®, CFA, MBA

Managing director

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Learn about the Doyenne Difference.

We’d love an opportunity to tell you more about our mission to connect wealth and wellbeing on a deeper level. Talk to one of our founders today.

Formed in 2022, Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.  The SEC has not approved or disapproved the content of this website nor determined whether this website is accurate or complete.

CFP® is a designation issued by the Certified Financial Board of Standards, Inc. To earn the designation, candidates must have met the certification standards required by CFP Board, including completing initial and ongoing education, examination, experience, and ethics requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® is a designation issued by the CFA Institute. To earn the designation, candidates must pass three course exams, each requiring approximately 250 hours of self-study, and have completed four years of qualifying work experience. Chartered Financial Analyst® and CFA® are registered trademarks owned by the CFA Institute.

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