
Diane K Doolin
OUR MISSION
To build longstanding relationships by always doing what is in the best interests of you and your family by managing your assets in a manner that honors your wishes and intentions for your wealth and fosters family unity—today and in future generations.
WELCOME TO THE DOOLIN GROUP
For more than two decades, we've been privileged to serve multigenerational families, successful individuals, and business founders of all ages, stages in life, and complexities of wealth. As a multigenerational team of professionals, we understand financial planning needs across generations, whether just starting a career and family, joining the family business, enjoying retirement, or somewhere in between.
OUR PRIORITY, OUR PASSION, AND THE BASIS OF EVERYTHING WE DO...
Is to help you and your family achieve your financial goals through careful planning, thoughtful engagement, and a personalized approach to building and sustaining wealth while preserving your family values. . . today and in future generations.
That's why we go beyond traditional wealth management to offer generational wealth transfer planning, family financial education, and opportunities for growth and learning on topics that include:
OUR AWARD-WINNING MULTIGENERATIONAL TEAM
Named to Forbes Best-In-State Wealth Management Teams, our team shares in the core belief of the importance of continuing education for ourselves and our clients, and a commitment to client service excellence. Our founder, Diane Doolin, has been recognized by Forbes and Barron's for being among one of the top Financial Advisors in the U.S. Senior team members hold the prestigious industry credentials of Chartered Financial Analyst® and Certified Financial Planner®.
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. 2019-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. 2007, 2008 Barron's Top 100 Women Financial Advisors Source: Barrons.com (Awarded June 2007, 2008). Data compiled by Barron's based on 12-month period concluding in March of the year the award was issued.
Every member of The Doolin Group shares in our core belief in the power of education through the learning opportunities we offer clients and their families.
CLIENT UNIVERSITY: a 25-year tradition of learning and discovery
We created Client University as a day of learning, exploring, and sharing new ideas about topics our clients have told us are important to their future and the future of their families, and are not available anywhere else.
Each year, our guest speakers are the leading experts in their fields. Noteworthy speakers have included:
We offer topics for all ages and investor interests. A few of the more popular topics have included:
On-Going Events/Workshops
We also offer a variety of events and workshops throughout the year to inform and educate clients of all ages, interests, and gender, including: