Dougherty Investment Advisors

About

Dougherty Investments Skip to content (352) 238-6411 info@moneyhelp.finance Clients Independent | Fiduciary Wealth Management Located in Spring Hill, Florida. What Matters to Us: Integrity | Excellence | Dependability Communication | Family Let's Begin Planning Our dynamic approach is comprehensive and built for you. Investments A distinctive approach, backed by our exceptional qualifications. Taxes We weave expert tax consulting directly into your unique plan. Our Company As a fiduciary, we provide independent, objective advice. Integrity is a core value. Being independent and a 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’ success. Read More 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, BS Registered Investment Advisor Representative Nicholette Hamel Registered Investment Advisor Representative Melissa Chaplain Director of Administration Our Services Wealth Management built for you. We are a wealth management firm, with expertise that we believe gives our clients an advantage. We invest our clients’ portfolios with the aim of ensuring consistent growth and minimized volatility over time. View All Get a complimentary financial review We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if

Key Contact