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

free financial review

'Fee only investment management by a CPA'

financial advisor wealth management
Financial Advisor


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

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Financial Advisor


A distinctive approach, backed by our exceptional qualifications.

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Financial Advisor


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

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retirement planning

ENJOY Your Retirement Years

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

MEET John Dougherty

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A message from the Founder.

"Our clients have come 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


Market Update Summer 2015

After a good year in 2014, in which stocks averaged increases of 13% and bonds about 6%, 2015 looks quite different. In the first quarter of the year, economic growth was actually negative at an annual rate of minus .7%.

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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.

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