DISCOVER DOYENNE WEALTH ADVISORS
YOUR JOURNEY.
OUR MISSION.
Making Wealth Work. For You and Yours.
was founded to transform wealth management.
We are passionate about what we do.
Doyenne Advisors have extensive experience guiding
high-net-worth individuals and families to
help them secure their financial resources,
and achieve their life goals.
And, because everyone’s life journey is highly personal,
Doyenne’s approach to financial planning and wealth management,
and the counsel we provide, is designed
to be distinctly personalized and tailored to your unique ideal future.
We believe stewardship of your wealth
is our mission, our responsibility, and our privilege.
Welcome to Doyenne.
was founded to transform wealth management.
We are passionate about what we do.
Doyenne Advisors have extensive experience guiding high-net-worth individuals and families to help them secure their financial resources, and achieve their life goals.
And, because everyone’s life journey is highly personal, Doyenne’s approach to financial planning and wealth management, and the counsel we provide, is designed to be distinctly personalized and tailored to your unique ideal future.
We believe stewardship of your wealth is our mission, our responsibility, and our privilege.
Welcome to Doyenne.
We are passionate
about helping you
experience your life
fully, connecting
wealth and
wellbeing.
ABOUT
Intuitive. Insightful. Impactful.
SERVICES
The Big Picture. The Little Picture. The Whole Picture.
Approach
Where Empathy and Intellect Intersect.
Community
Doyenne Cares. A Culture of Community.
When we
understand your
goals, all counsel is
aimed at achieving
those goals.
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.
IACCP® To earn the designation of Investment Adviser Certified Compliance Professional candidates attend a series of courses sponsored by industry organizations over a period of up to eighteen months focused on investment adviser regulatory obligations and requirements. Candidates must pass an exam and meet on-going annual continuing education requirements thereafter
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