D G Dougherty Associates

At Dougherty Investment Advisors, we take pride in our passion for providing comprehensive financial guidance and expert wealth management services to our clients. With a deep understanding of the complexities of the financial world, we are dedicated to helping individuals, families, and business owners achieve their financial goals and ensure a secure financial future.

Our Mission

Our mission is to deliver exceptional financial planning and investment management services, tailored to the unique needs and goals of each client. We strive to build long-term relationships with our clients, offering guidance, support, and expertise to help them navigate the ever-changing landscape of personal finance.

Our Philosophy

At Dougherty Investment Advisors, we believe in the importance of integrity, transparency, and professionalism. We operate independently, without any affiliation with particular financial institutions or product manufacturers, ensuring that our advice is unbiased and in the best interest of our clients. Our registered investment advisors, John A. Dougherty, Seann A. Dougherty, and Nicholette Hamel, bring over 30 years of combined experience in the financial industry, with a deep understanding of the complex financial issues that individuals and families face.

Our Services

Our comprehensive services include:

• Financial Planning: We help you create a personalized financial plan, tailored to your unique goals, risk tolerance, and financial situation.

• Investment Management: We offer a distinctive investment approach, backed by our exceptional qualifications and expertise in the financial markets.

• Tax Planning: We weave expert tax consulting directly into our wealth management services, ensuring that our clients minimize their tax liabilities and maximize their returns.

• Retirement Planning: We help our clients plan for a secure retirement, with a focus on creating a sustainable income stream and preserving their hard-earned savings.

• Estate Planning: We provide expert guidance on estate planning, including the creation of trusts, wills, and other legal documents, to ensure the smooth transfer of assets and minimize taxes.

Our Process

Our process is designed to provide a comprehensive and personalized approach to financial planning. We take the time to understand our clients' unique needs and goals, and develop custom-tailored plans to help them achieve their financial objectives.

• Discovery: We gather information and determine our clients' goals and expectations, ensuring that we are crystal clear about what they want to achieve.

• Advise: We analyze our clients' situation, goals, timeframe, and risk tolerance factors, providing specific recommendations and a custom-written plan for their review.

• Implementation: After the initial plan is approved, we establish an account at TD Ameritrade, one of the most respected financial custodians in the world, and transfer assets if necessary.

Our Team

Our team of experts is committed to providing exceptional service and expertise to our clients. Meet our team, including John A. Dougherty, CPA, MBA, Seann A. Dougherty, BS, and Nicholette Hamel, BS, Registered Investment Advisor Representatives.