Experience. Knowledge. Stability.

The Most Recognized Team In New England

Barron’s Top 1,200 Advisors in America1

Brian Doyle 2016-2021

Stephen Loughman 2018-2021

Forbes Best-in-State Wealth Advisors2

Brian Doyle 2018-2021

Stephen Loughman 2018-2021

Wells Fargo Advisors Premier Advisor3

Brian Doyle since 2014

Stephen Loughman since 2015

Credentials. Awards. Distinctions.


Stephen has earned his CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. These courses are then followed by a 10- hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Accredited Asset Management Specialist (AAMS®)

Brian, Stephen and Michele have earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, they passed an end-of-course examination that tested their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Barron’s Top 1200 Advisors

Barron’s has recognized Stephen (2017-2021) and Brian (2015-2021) among the Top 1,200 Advisors . This level of recognition validates their commitment to building strong relationships with their clients and helping implement strategies to help them achieve their goals. Read Press Release

Forbes Best-In-State Wealth Advisors

Both Stephen and Brian were selected among the best wealth advisors in New Hampshire from 2018-2021. Brian and Stephen ranked among the top advisors who were nominated by their firm—and then researched, interviewed and assigned a ranking within their respective states.


Wells Fargo Advisors Premier Advisor

Both Stephen and Brian are Wells Fargo Advisors Premier Advisors. Stephen has been a Premier Advisor since 2015 and Brian has been a Premier Advisor since 2014. To earn this distinction--which is held by a select group of Financial Advisors within the firm--Stephen and Brian were measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.


Albert Gallatin Award

Brian was awarded the Albert Gallatin Award by AG Edwards for starting out as a highly productive Financial Advisor in the first two years of career.

CFP®, Certified Financial Planner™ are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

1 The Barron’s Top Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

2 The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

3 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Surveys conducted by Five Star Professional, an independent third-party research firm, who received nominations from firms or peers in the New Hampshire area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered , firm review and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance . For more information: See: www.fivestarprofessional.com/wm_program