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doyenne values
Doyenne Cares. A Culture of Community.
We share a vision and have defined core values to shape the culture of our organization and guide our course to continued growth and prosperity for you, ourselves, and our community.
Caring For Our Community
From professional affiliations to board positions and philanthropic adventures, we look to better ourselves and our communities by actively participating in the world around us.
Just as we aim to forge lasting, impactful relationships with each of you, our goal is to take a strategic, long-term approach to philanthropy. Our community involvement includes volunteering and charitable donations; however, our larger focus will be on sponsorship, advocacy, and leadership to provide support to nonprofit organizations whose values align with our own.
We share a vision and have defined core values to shape the culture of our organization and guide our course to continued growth and prosperity for you, ourselves, and our community.
Caring For Our Community
From professional affiliations to board positions and philanthropic adventures, we look to better ourselves and our communities by actively participating in the world around us.
Just as we aim to forge lasting, impactful relationships with each of you, our goal is to take a strategic, long-term approach to philanthropy. Our community involvement includes volunteering and charitable donations; however, our larger focus will be on sponsorship, advocacy, and leadership to provide support to nonprofit organizations whose values align with our own.
Our pledge to
be exceptional
extends beyond
our business.
Fostering The Future
We embrace the need to care for our team holistically today and for all our tomorrows. Our clients are at the center of what we do, and we believe that to do our best for them, we must put our employees first.
In building our team, we seek individuals who not only possess the fundamental intellect, skills, and credentials to excel, but who also embody compassion, integrity, and initiative. All members of our team must share our dedication to client and firm success and have the capacity and enthusiasm to see beyond themselves to help each other flourish.
Our pledge to our team members is a workplace environment that inspires, motivates, and affirms the value of each individual and their respective contribution to our mission. Our employees reflect our high standards and our commitment to continue to provide the highest level of care and service to our clients. That is our responsibility.
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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