DISCOVER DOYENNE

Red bird icon for doyenne wealth advisors services page

PATHWAYS

to succeed.

the doyenne approach

Where Empathy and Intellect Intersect.

We believe successful wealth planning requires more than financial expertise. Our primary concern is understanding you and your life goals—what you want to accomplish for yourself and what you hope to entrust to future generations. We listen with thoughtful attention, intention, and consideration, then partner with you to develop, implement, and continually improve an informed, holistic strategy tailored to your ambitions.

Doyenne Advisors’ financial intelligence and depth of experience allows us to function as the Chief Financial Officer for your family to comprehensively coordinate and manage all aspects of your wealth planning, including working in tandem with all the other trusted advisors already in your life. This ensemble approach creates what we believe to be the best experience for you and our employees.

We believe successful wealth planning requires more than financial expertise. Our primary concern is understanding you and your life goals—what you want to accomplish for yourself and what you hope to entrust to future generations. We listen with thoughtful attention, intention, and consideration, then partner with you to develop, implement, and continually improve an informed, holistic strategy tailored to your ambitions.

Doyenne Advisors’ financial intelligence and depth of experience allows us to function as the Chief Financial Officer for your family to comprehensively coordinate and manage all aspects of your wealth planning, including working in tandem with all the other trusted advisors already in your life. This ensemble approach creates what we believe to be the best experience for you and our employees.

IQ

+

EQ

=

Combining financial intelligence with emotional intelligence, meaningful collaboration, and innovative technology to change the way of wealth.

The Doyenne Difference

IQ

+

EQ

=

The Doyenne Difference

Combining financial intelligence with emotional intelligence, meaningful collaboration, and innovative technology to change the way of wealth.

Ensemble Approach

Our advisors work one-on-one with you while collaborating with colleagues to share knowledge and experiences. Learning is a shared value and continuous process within Doyenne, benefiting you when that knowledge translates into individualized, creative, problem-solving advice.

Embracing Technology

Ongoing investments in technology deliver more efficiency and data to our advisors, who are available to devote more time to listening and translating data into information to facilitate your financial decisions.

A Modern Culture

With a unifying vision of guiding you, our team members support and challenge one another, seeking fresh perspective in an inclusive, enriching environment.

LISTENING CAREFULLY

When we understand what you are striving to achieve, we can then share experience and knowledge to specify the range of available options designed to reach those goals. Before jumping to answers, we start with the questions that clarify your vision of success.

Ensemble Approach

Our advisors work one-on-one with you while collaborating with colleagues to share knowledge and experiences. Learning is a shared value and continuous process within Doyenne, benefiting you when that knowledge translates into individualized, creative, problem-solving advice.

Embracing Technology

Ongoing investments in technology deliver more efficiency and data to our advisors, who are available to devote more time to listening and translating data into information to facilitate your financial decisions.

A Modern Culture

With a unifying vision of guiding you, our team members support and challenge one another, seeking fresh perspective in an inclusive, enriching environment.

LISTENING CAREFULLY

When we understand what you are striving to achieve, we can then share experience and knowledge to specify the range of available options designed to reach those goals. Before jumping to answers, we start with the questions that clarify your vision of success.

Building a legacy
requires structure,
foresight, and
discipline.

A Fiduciary Standard

Every Doyenne Advisor is a Certified Financial Planner™ professional, and all advisory associates at Doyenne are required to become CFP® practitioners during their tenure. We are held to a high standard of care, and as a SEC-registered investment adviser, we are required to always act in your best interest as a fiduciary.

Compliance Top of Mind

We guard personal information vigorously and are subject to the Securities and Exchange Commissions’ (SEC) rules and regulations for registered investment advisers. We are transparent with you and our employees, adhering to a Code of Ethics.

Non-Discretionary Advice

Our relationship will be a partnership. We are here to empower you with our advice and assist you in making and implementing all final decisions. We strive to ensure you always remain informed and in control.

Customization Of Portfolios and Entity Structures

Everyone is different, often maintaining different portfolios to meet different objectives. Each portfolio is crafted using disciplined portfolio allocation standards personalized to specific goals. We believe in diversification, and work with you to construct unique portfolios based on existing holdings, personalized targets, tax awareness, wealth transfer, and charitable opportunities.

Client-Specific Planning Projects

Realizing growing wealth from a lifetime of work? Shifting from saving to living on assets? Wondering if you can make a capital purchase or how best to finance a purchase? We bring years of client decision-making experience to each project, mixing quantitative expertise with holistic variable integration.

Tailored Reporting

Building reports for you is a thoughtful process. Our goal is to share information that is helpful without being overwhelming. We help you evaluate success, both absolute and relative, and consider when and how to make changes.

All 5 founders of doyenne advisors wealth management
All 5 founders of doyenne advisors wealth management

A Fiduciary Standard

Every Doyenne Advisor is a Certified Financial Planner™ professional, and all advisory associates at Doyenne are required to become CFP® practitioners during their tenure. We are held to a high standard of care, and as a SEC-registered investment adviser, we are required to always act in your best interest as a fiduciary.

Compliance Top of Mind

We guard personal information vigorously and are subject to the Securities and Exchange Commissions’ (SEC) rules and regulations for registered investment advisers. We are transparent with you and our employees, adhering to a Code of Ethics.

Non-Discretionary Advice

Our relationship will be a partnership. We are here to empower you with our advice and assist you in making and implementing all final decisions. We strive to ensure you always remain informed and in control.

Customization Of Portfolios and Entity Structures

Everyone is different, often maintaining different portfolios to meet different objectives. Each portfolio is crafted using disciplined portfolio allocation standards personalized to specific goals. We believe in diversification, and work with you to construct unique portfolios based on existing holdings, personalized targets, tax awareness, wealth transfer, and charitable opportunities.

Client-Specific Planning Projects

Realizing growing wealth from a lifetime of work? Shifting from saving to living on assets? Wondering if you can make a capital purchase or how best to finance a purchase? We bring years of client decision-making experience to each project, mixing quantitative expertise with holistic variable integration.

Tailored Reporting

Building reports for you is a thoughtful process. Our goal is to share information that is helpful without being overwhelming. We help you evaluate success, both absolute and relative, and consider when and how to make changes.

doyenne headquarters

227 W. Monroe Street, Suite 4650, Chicago, IL 60606

Doyenne wealth advisors logo with name and bird icon
doyenne headquarters

227 W. Monroe Street, Suite 4650
Chicago, IL 60606

Doyenne wealth advisors logo with name and bird icon

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

© 2023 doyenne wealth advisors