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.

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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.

"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.

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