Clients

Independent | Fiduciary Wealth Management

Based in Spring Hill, Florida.

What Matters to Us:

Integrity | Excellence | Dependability
Communication | Family

Let's Begin
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 grow when you grow.
Our Services

Meet Our Founder

John A. Dougherty, CPA, MBA

Registered Investment Advisor Representative

Meet The Team

Seann A. Dougherty, BS

Registered Investment Advisor Representative

Patrick A. Manconi, CFP®

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.
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Our Advantage

  • As fiduciaries, we are legally obligated to put your best interests first.
  • We do not sell annuities, insurance, or other financial products.
  • 100% fee-only. We do not receive commissions or incentives - we grow when you grow.
  • Personal care - hometown advisors you know.
  • A team of CPA and CFP® professionals.
  • Each portfolio tailored to the client's individual needs.
  • Trusted by clients across 21 states and 4 countries.
  • Three decades of helping individuals and families pursue their financial goals.
  • Investing in funds as well as carefully selected individual stocks and bonds when appropriate.
  • Our founder authored and published "Your Survival Guide for Financial Success."

Typical Client – Over 1 Million in Investable Assets

Our Industry Credentials

Serving Timber Pines, Southern Hills, Glen Lakes, and more!

Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Let's Begin
(352) 238-6411
Reviews
5
(59)
Review us on Google
Alex Moring
Alex Moring
6 months ago
As a long time client (3rd generation, in fact), I can tell you that I've never been led astray by the Dougherty team. They provide sound investment strategies that combine their core principles while considering your input, ideas, and goals. We also trust them to prepare our taxes, taking out the guess work for an increasingly complicated process. Available, responsive, easy to talk to, and more than fair rates for their performance. Excellent!
Sharon Murphy
Sharon Murphy
8 months ago
My husband and I have been going to Dougherty Investment Advisors for a couple of years now and they are wonderful! They are very personable. We met with Sean yesterday and he spent time explaining our taxes and financial status thoroughly. I highly recommend you schedule a visit with them to review your taxes and financial investments!
Donal Martin
Donal Martin
8 months ago
John was very informative, shows he has a great deal of knowledge about investing and keeping up with current trends in the industry. He is very concern to make sure your tolerance level for investing is matched.
This is our first time using John for preparing our taxes a I believe he did an excellent job.

Advising Families for Three Decades

A Tradition of Excellence