About Us

Stephanie E. Doyle Investment Management is a fee-only financial advisory firm that offers both ongoing money management and stand-alone investment planning. We work solely for the client and receive no compensation from any other source. This eliminates conflicts of interest and allows us to recommend the most cost-effective strategies to meet your needs.

Our Clients:

Investment Planning - Our investment planning clients are typically self-directed individuals who want guidance but prefer to manage their own investment portfolios. 

Money Management - Our money management clients are typically professionals and small business owners who do not have the time and would prefer to delegate the day-to-day responsibilities.

Our Services:

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.


We offer a complimentary initial consultation where we will discuss your general circumstances, goals and needs.

Investment Planning Fee - We charge an hourly rate and will predetermine an amount based on the amount of time it will take to develop a plan based on the complexity of you needs. 

Money Management Fee – We charge an annual management fee, which is typically 1% of assets under management.

Our Seminars:

We offer free seminars to help educate our clients and prospective clients. These include but are not limited to:

  • Retirement Planning
  • IRA Rollovers 
  • Social Security Planning
  • College Planning
  • Estate Planning
  • Investing Basics

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

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