What We Do

Dougherty & Associates was founded by Charlotte Dougherty, CFP® to help individuals, families, and businesses achieve their true financial potential through the knowledge and guidance that results in best possible outcomes.

We provide customized, unbiased, intelligent guidance and operate under fiduciary standards. We earn the trust of each of our clients by partnering with them so that there is confidence about choices that must be made.




We are passionate about helping people on their journey to realizing their financial goals over time, as they define them.  We begin with a process that helps us discover what is important and valued by our client. We take the time to understand every client's full financial life, their current timeline, their goals and the personal relationships that affect their life choices.  The process of planning serves to educate them about gaps, opportunities, challenges and strategies and helps us to deepen our relationship with them.  Our solutions are consultative and framed to help organize and simplify your financial life through careful coordination of investments, estate and other planning areas with your overall financial plan.

Financial planning for us is an ongoing process where we continuously revisit  the plan to address life, economic and tax law changes that inevitably occur over time. To serve our clients best, we believe in building long term relationships based on trust and frequent communication.

      We help communicate our client’s goals to their other trusted professional advisors so that knowledge is shared and best outcomes can be realized.

We provide very sophisticated investment services and a wide array of options, all delivered within the context of a customized wealth management plan tailored specifically for you.

Please call us if you have any questions about our firm or the range of financial solutions and services we provide.