We are an independent, fee-only investment advisory firm dedicated to helping clients effectively manage risk and pursue their long-term financial goals. As a fiduciary, we do not sell products or accept commissions—our advice is objective, transparent, and always in your best interest.

About Us

Stephanie E. Doyle Investment Management offers both ongoing portfolio management and stand-alone investment planning. We are compensated exclusively by our clients, eliminating conflicts of interest and allowing us to recommend the most cost-effective strategies to meet your unique needs.

Who We Serve

• Investment Planning Clients:  Individuals who seek professional guidance for financial planning. 

• Money Management Clients: Busy professionals and small business owners who prefer to delegate daily portfolio decisions to a trusted advisor.

Our Services

Our services cover all areas of financial management. These include but are not limited to:

• Retirement Planning
• Retirement Income Planning
• Divorce Financial Planning
• Social Security Planning
• College Planning
• Estate Planning
• IRA Rollovers 
• Investing Basics

Our Fees

We provide a complimentary initial consultation to discuss your goals and circumstances.

• Investment Planning - Hourly fee based on plan complexity, quoted in advance.

• Money Management - Annual fee, typically 1% of assets under management.

For more information about our firm and the services we offer, contact us today.