Bryn Doyle, RICP® CFP® CEPA

The cornerstone of Bryn’s practice is establishing and maintaining long-term relationships with his clients.  He takes the time to understand the goals and challenges each client has and develops a customized plan to help them achieve financial success.  He works with individuals and their families, as well as small business owners, medical professionals, and business executives, providing each with objective advice and quality service.  A hallmark of his practice is his commitment to delivering a service experience that is respectful, efficient, and enjoyable. As a result, many of his clients work with him throughout their lives, and his practice has grown to include his client’s closest friends, family, and colleagues.

Bryn uses Team M3’s strategic process to learn what is important to you:  the goals you have for your personal lifestyle, your family, your business interests, and the causes that are important to you.  He then develops a comprehensive picture of your current financial situation.  Based on this information, he works with his team of wealth management specialists to create an integrated set of customized recommendations incorporating investments, risk management, retirement planning, tax minimization strategies, and legacy planning.

Bryn takes pride in the guidance and service he provides to his clients.  Once your plan is in place, he monitors it closely and makes additional recommendations as circumstances change.  He works to anticipate and solve financial challenges and capitalize on financial opportunities that may develop throughout your relationship.

As a CERTIFIED FINANCIAL PLANNER® professional (CFP®), Bryn is part of an elite group of financial advisors who have demonstrated their mastery in all six of the core competencies of modern financial planning.  CFP®s are held to a strict fiduciary standard which is often higher than required of other financial advisors and is detailed at www.cfp.net/ethics/code-of-ethics-and-standards-of-conduct. 

Additionally, Bryn has earned designations in two areas that are a major focus for many of his clients.  Bryn received the Retirement Income Certified Professional® (RICP®) designation which teaches investment professionals how to create sustainable retirement income for their clients.  He is also a Certified Exit Planning Advisor (CEPA).  Bryn understands the amount of time, energy, and sacrifice business owners have put into nurturing their largest financial asset.  His goal is to help them transition in a manner that helps them maximize the value of their asset, minimize their tax burden, and leave their business in a state that allows them to transition gracefully into the next phase of their lives.

Bryn graduated magna cum laude with a degree in finance from Quinnipiac University where he played varsity baseball.  Born in Manchester, New Hampshire, Bryn and his wife Danelle live in Norwalk, Connecticut with their son Hunter. 

Bryn is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.