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.
"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 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
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.