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Forbes Announcement

August 2016

Dear Clients and Friends,

Doyle Wealth Management is pleased to announce our selection as a distinguished member of Forbes Magazine's list of America's Top 200 Wealth Advisors for 2016. (For the official release, please click here).

This prestigious ranking, developed by SHOOK Research, is based on qualitative and quantitative data evaluating thousands of America's top wealth advisors. Criteria includes industry experience, credentials, investing process, service model, client retention, assets under management, and compliance to regulatory standards.

Unlike many other lists and rankings, SHOOK is not a "robo-ranker." They are the only rating firm that interviews advisors via telephone as well as in-person, at the advisor's location. Neither SHOOK nor Forbes receives a fee in exchange for rankings. this list is vetted to identify what SHOOK considers "role models in the field - advisors that are leading the way in offering best practices and providing a high-quality experience for clients." Drawing from over 11,000 nominees from Registered Investment Advisory firms as well as broker/dealers and banks, Doyle Wealth Management was one of only 12 advisors from Florida, and the only advisor from St. Petersburg to be selected.

All of us at Doyle Wealth Management are proud to have been included in this exclusive list. Most importantly however, we are privileged and humbled to be entrusted to provide objective, experienced service to our clients. We hope you will share this exciting news with your friends and family as your referral is our most treasured complement.


Robert K. Doyle, CPA, PFS


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Our Team

Connie E. Roman, CPA


We develop tax efficient strategies for wealth building, income generation and capital preservation.

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What additional benefits can I expect in the PARTNER Program?

Clients accepted into our PARTNER Program can expect a customized investment portfolio, financial planning and strategy meetings, credible resources dedicated to financial planning education for consumers, and access to a dedicated Portfolio Analyst backed by a team of investment professionals.

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Independent & Objective Advice

Personal | Trusted | Experienced

  • Doyle Wealth Management is a privately owned, independent advisor unaffiliated with any bank or broker-dealer, making us free from the conflicts of interest in larger organizations.
  • Since we are strictly fee-only advisors, we have no biases. We don’t sell insurance, annuities, or any other financial product. We are free to focus solely on the financial needs of our clients.
  • We do our own work, believe in our own research and act on our own ideas. Our steady approach is guided by our belief in fundamentals over fads.​