Stephen Loughman

CFP®
Managing Partner, Wealth Advisor

Meet Stephen

Stephen Loughman is a Managing Partner, Wealth Advisor based in Lebanon, New Hampshire with 22 years of experience in the field.

Stephen Loughman is a Managing Partner and Wealth Advisor at Doyle & Loughman Wealth Management Group. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in investment management, portfolio construction, and comprehensive financial planning.

Steve began his career in the financial industry in 1994 as an options trader and specialist on the American Stock Exchange in New York City. After several years in trading, he and his wife, Katie, left New York City and relocated to Norwich, Vermont. In 2004 he began his career as a Financial Advisor bringing decades of market experience to his clients.

He enjoys helping individuals and multi-generational families navigate financial decisions related to retirement, investments, insurance, estate planning, charitable giving, and wealth transfer strategies. Steve is passionate about building long-term relationships and helping clients stay focused on their goals through every stage of life.

Steve and his wife, Katie, relocated to Norwich, Vermont in 2003 and raised their three daughters in the Upper Valley. Outside the office, he enjoys hiking, fishing, biking, spending time outdoors, and gathering with family and friends.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 22 years financial industry experience
  • 22 years with Doyle & Loughman Wealth Management Group
Education
  • BA Fairfield University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®

Doyle & Loughman Wealth Management Group

35 Centerra Parkway
Suite 201
Lebanon, NH 03766
(603) 643-3338