• Jillian Doyle
  • Bob Doyle
  • Anne Drake McMullen
  • Michael Murray
  • Richard Heiman
  • Cassandra Smalley
  • Todd Youngs
  • Cassandra Smalley
  • McLean Baran
  • Pat Chandlee
  • Robine Bowman
  • Kimberly Markiewicz
  • Candace Frankland

Our Services

Wealth Management Services

We work to provide personal solutions for the individuals and families who are our clients.

Institutional Investor Services

We are a client-centric organization dedicated to providing investment and risk management solutions to institutional investors.

Trustee Services

We offer sound corporate trustee service solutions that can help your trust and estate plan achieve your goals.


We are proud to announce that we are able to offer on-going investment management and financial planning education to a limited group of clients who are committed to long-term financial success. We are calling this program our PARTNER Program.

About Us

Our Story

We are firmly anchored as a fee-only advisor allowing us to provide objective, unbiased advice for the betterment of our clients’ portfolios.

Our Team

Doyle Wealth Management includes a team of highly skilled professionals with deep knowledge in the industry.

Robert K. Doyle, CPA, PFS

Bob has over 22 years of experience in wealth management and Personal Financial Planning.

Independent And 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.