A complete list of active advisors currently associated with Doyenne Wealth Advisors

Warmer can help you find a great advisor at Doyenne Wealth Advisors or one who fits your needs even better.

Doyenne Wealth Advisors provides personalized, fee-only financial counseling and investment advisory services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, senior corporate executives, and their related entities such as trusts, estates, private foundations, and endowments. Services include ongoing and project‑based financial counseling, comprehensive reporting, and tailored recommendations across cash flow, tax, estate, charitable giving, and retirement matters. The firm emphasizes customized, long‑term, diversified asset allocation and typically recommends marketable investments (no‑load mutual funds and ETFs), third‑party managed accounts, and selective private investment vehicles when appropriate. Advisory services are generally delivered on a non‑discretionary basis—clients retain decision authority and Doyenne obtains approval before executing trades—although clients may optionally grant limited discretionary authority solely for money market fund transactions via a written addendum. Doyenne manages over $2.04 billion of client assets on a continuous non‑discretionary basis and provides financial counseling on an additional $1.53 billion, a primarily non‑discretionary structure the brochure notes is uncommon among multi‑team firms. The firm is owned and controlled by four managing directors who have worked together since 2015 (with two principals having more than 20 years’ prior joint experience at another RIA), a degree of team continuity highlighted in its disclosures.

To learn more about the advisors currently working at Doyenne Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.