WEALTH MANAGEMENT

A Fee-Only, Independent Financial Advisor
Located in Spring Hill, Florida

free financial review

'Fee only investment management by a CPA'

Planning

Our dynamic approach is Unique, Comprehensive, Complete, and Built for you.

Investments

A distinctive approach, backed by our exceptional qualifications.

Taxes

We weave expert tax consulting directly into our wealth management service.

ENJOY Your Retirement Years

We offer customized, non-proprietary solutions solely in
our Clients’ best interest.

MEET John Dougherty

A message from the Founder.

"We want our clients to rely on us to be their most important financial guide as they travel through life. We can help you, too.“

John A. Dougherty, CPA®, MBA

12 MAY

Einstein Was Right

Long Term Impact of 1% CDs | Albert Einstein is supposed to have remarked that a force in nature even stronger than gravity is the power of compound interest.