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 Unique, Comprehensive, Complete, and Built for you.

read more
Financial Advisor


A distinctive approach, backed by our exceptional qualifications.

read more
Financial Advisor


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

read more
retirement planning

ENJOY Your Retirement Years

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

MEET John Dougherty

CEO Image

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

21 FEB

Market Update Winter 2017

For 2017, many economists are predicting somewhat more robust growth given Trump’s outspoken objectives of increased stimulation and reduction of business regulation and taxes .

read more

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.

read more