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

Get the book

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

MEET John Dougherty

CEO Image

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.

read more

23 Nov

A Trip

On a trip to Cambridge England before the Covid-19 breakout, I saw young university students carrying signs that read “No More Capitalism!” .

read more