Dougherty Wealth Advisers LLC is a premier financial advisory firm focused on helping clients achieve their financial goals. Led by a team of experienced and knowledgeable advisors, the firm provides a wide range of financial services to individuals, families, and businesses.
H2: How does the advisor help clients – Key Takeaways:
– Customized financial planning to meet individual needs
– Investment management strategies to maximize returns and minimize risk
– Comprehensive retirement planning
– Tax planning and minimization strategies
– Estate planning services to protect and transfer wealth
H2: Facts and Insights
Founded in 2001, Dougherty Wealth Advisers LLC has been providing high-quality financial services to clients for nearly two decades. The firm prides itself on its personalized approach, taking the time to understand each client’s unique financial situation and crafting a tailored plan to help them achieve their goals.
H2: Assets Under Management, Number of Advisors and Time in Business:
As of 2020, Dougherty Wealth Advisers LLC manages approximately $1.5 billion in assets for over 1,000 clients. The firm has a team of 12 advisors and has been in business for 19 years.
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| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2001 | $1.5 | 12 |
H2: Financial Services Offered
Dougherty Wealth Advisers LLC offers a comprehensive range of financial services to its clients. These services include but are not limited to:
– Financial planning: The firm creates personalized financial plans that take into account a client’s current financial situation, risk tolerance, and long-term goals.
– Investment management: The firm utilizes a disciplined investment approach to grow and protect clients’ wealth, taking into account their risk tolerance and financial goals.
– Retirement planning: The firm assists clients in creating a solid retirement plan that takes into consideration their desired lifestyle and expected income sources.
– Tax planning: The firm helps clients develop tax-efficient strategies to reduce their tax burden and maximize after-tax returns.
– Estate planning: The firm provides comprehensive estate planning services to help clients protect and transfer their wealth to their desired beneficiaries.
H2: Client Types
Dougherty Wealth Advisers LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm is equipped to handle the unique financial needs of each type of client and provides tailored services to help them achieve their financial objectives.
H2: Fees & Compensation
Dougherty Wealth Advisers LLC charges clients based on a percentage of assets under management, as well as hourly fees for financial planning services. The firm operates in a fee-only capacity, meaning they do not receive commissions or other forms of compensation that may lead to conflicts of interest.
H2: Background
The team at Dougherty Wealth Advisers LLC consists of highly experienced and qualified advisors with a deep understanding of the financial industry. The firm is led by its founder and CEO, John Dougherty, a Certified Financial Planner (CFP) with over 30 years of experience in the financial services industry.
H2: Financial Advisor Disclosures to Know
As a fiduciary, Dougherty Wealth Advisers LLC is legally obligated to act in the best interests of its clients. The firm has a clean disciplinary record and has no reported disclosures on its regulatory record. Clients can have peace of mind knowing that the firm operates with the utmost integrity and transparency.
In conclusion, Dougherty Wealth Advisers LLC brings a wealth of knowledge and expertise to the table to help clients achieve their financial goals. With a client-centric approach and a range of services to meet different needs, the firm is well-equipped to guide clients towards a financially secure future.