Our Mission Statement




At Dougherty & Associates, our purpose is to guide you to a more secure future, navigating life's passages along side you, step by step.  We look at every possible way to help you maximize all you've achieved in life. We offer a full range of wealth advisory services designed to help satisfy your personal financial needs.

You've succeeded in so many ways. You've "made it" - on paper at least. But still you wonder, "Is it enough?" "Could I do better?" "Is this the best I can do for my loved ones?"  "For my retirement"?  For my employees and my business?"  You need to know the answers. Because there are as many ways to enjoy what you've built as there are potential missteps that can cripple your financial future.

We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

Put Your Future in Capable Hands

A financial advisor you can trust; an organization you can count on. With Dougherty & Associates, you get both. Here's how we work:

  • We identify your needs and objectives.
  • We fully analyze and evaluate your personal situation.
  • We give you input and advice to help you make timely, informed decisions.

The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various "what if" scenarios can have on the financial well-being of you and your family. This places you in control; ready to make wise decisions and well positioned to take action and monitor results.