A Fee-Only, Independent Financial Advisor
Located in Spring Hill, Florida
'Fee only investment management by a CPA'
Our dynamic approach is Unique, Comprehensive, Complete, and Built for you.
A distinctive approach, backed by our exceptional qualifications.
We weave expert tax consulting directly into our wealth management service.
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
Chris is Off to Colorado
It is with some sadness to announce that Chris Kadowaki has decided to leave the firm and move to Colorado.
On a trip to Cambridge England before the Covid-19 breakout, I saw young university students carrying signs that read “No More Capitalism!”