Dougherty, Tedesco & Associates is honored to share that Charlotte A. Dougherty, CFP® and John E. Dougherty, III CFP® MBA have been awarded the 2026 Five Star Wealth Manager, an honor recognizing exceptional wealth managers. The Five Star Wealth Manager award is based on an in-depth research and evaluation process conducted by Five Star Professional, which reviews wealth managers against ten different criteria, including client retention, professional credentials, experience, and regulatory history. The goal is to identify advisors who demonstrate a strong commitment to professional excellence and client service.
For our firm, this recognition is especially meaningful because it aligns with what matters most to us: acting in our clients’ best interests, maintaining high professional standards, and building long-term, authentic relationships.
They will be mentioned in Cincinnati Magazine, highlighting outstanding investment professionals across the Cincinnati area.
While awards are never the reason we do what we do, they can serve as an affirmation of the values we strive to uphold every day. We’re grateful for the trust our clients place in us and for the opportunity to serve as their dedicated team with a “serve-first” philosophy.
Charlotte A. Dougherty, CFP®, John E. and Dougherty III, MBA, CFP®, CRPC® were named a Five Star Wealth Manager by FSP on 5/08/2026 by Five Star Professional.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2026 Five Star Wealth Managers.
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Dougherty & Associates focuses on wealth management. We help prepare for critical life events such as retirement, loss of a loved one, and significant wealth/business transfer. Grounding our recommendations and investment strategies in the complete understanding of our clients' objectives and, most importantly, values, can only be pursued using a thorough, sophisticated financial planning process. This is a lifetime process that informs and transforms the investment decisions we make over the years.
Do you have a written financial plan to create retirement income that will last for your lifetime? Contact us for a complimentary consultation.
Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:
- Asset allocation provides the foundation to managing portfolio risk and return potential;
- Tax efficiency and asset location are critical;
- Portfolio expenses must be scrutinized and minimized;
- Open architecture, non- proprietary solutions are evaluated;
- Our most important role is to be an advocate. Our goal is to not only to control costs, but to also be tax efficient and to manage risk.
We leverage the power of technology to drive our disciplined 5 step investment process.
