Independent | Fiduciary Wealth Management

Based in Spring Hill, Florida.

What Matters to Us:

Integrity | Excellence | Dependability
Communication | Family

Financial Planning

A refreshing, straightforward plan tailored to your goals.

Investments

A distinctive approach, backed by our exceptional qualifications.

Taxes

We weave expert tax consulting directly into your unique plan.

What Makes Us Different

Wealth Management built for you.

We are 100% fee-only. We do not sell annuities, insurance, financial products, nor do we collect commissions. Each portfolio is tailored to the client's individual needs.

In other words, we only grow when you grow.

Meet Our Founder

John A. Dougherty, CPA, MBA

Registered Investment Advisor Representative

Meet The Team

Seann A. Dougherty, BS

Registered Investment Advisor Representative

Nicholette Hamel

Registered Investment Advisor Representative

Melissa Chaplain

Director of Administration

As a fiduciary, we provide independent, objective advice.

Integrity is our core value. Being an independent fiduciary is the highest ethical stance in our industry.

Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ financial success.