Committed to helping clients grow and protect their money through sound financial planning and wealth management.
Founded by Charlotte Dougherty, CFP®, we are an award-winning, nationally recognized, financial planning & wealth management firm, helping individuals, families, business owners & businesses achieve their true financial potential. We serve as client partners, advocates & advisors during all phases of the financial journey.
We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives, and achieve their financial goals. Our services include, but are not limited to:
• Family wealth planning for every generation
• Retirement & inheritance planning
• Concentrated stock analysis & risk reduction strategies
• Estate preservation & transfer strategies
• Trust, foundation & qualified plan investments
• Business succession planning
• Deferred compensation strategies
• Financial planning as an executive benefit
• Transition strategies for unexpected situations
We take time to understand your goals & the worries that keep you up at night, so we can strategize & customize a holistic plan. We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can look forward to life as you imagined it.
Realize life as you imagine it; call us today:
Dougherty & Associates
Towers of Kenwood-East
8044 Montgomery Rd., Ste. 450
Cincinnati, OH 45236
Toll-free: 1-800-225-6647
P: 513-745-7007
F: 513-745-9708
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Company Details
- Employees
- 13
- Founded
- 1980
- Address
- 8044 Montgomery Road,
- Phone
- +1 208 773-7551
- in****@****cpa.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- dougherty-associates.com
- Keywords
- Wealth Management, Financial Services, Investment Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Life events included Divorce, Death, Inheritance & Job Elimination, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, ETFs.
- HQ
- Cincinnati, Ohio
Dougherty & Associates Questions
Dougherty & Associates's helpline number is +1 208 773-7551
Dougherty & Associates's website is dougherty-associates.com
Dougherty & Associates's LinkedIn profile is https://www.linkedin.com/company/dougherty-associates
Dougherty & Associates has
13 employees.
View email and phone details for 13
employees at Dougherty & Associates.
Dougherty & Associates's industry is
Financial Services
Dougherty & Associates's top competitors are
Numovo,
Level Financial Advisors, Inc.,
Invictus Advisory Services,
Mueller Financial Group,
Welborn Financial,
Mckeel Capital Management,
Abramson Financial Planning, Llc,
Souders Financial Group,
Artistry Wealth Management,
Rock Bridge Financial Advisors, Llc.
Dougherty & Associates's support email address is info@doughertycpa.com
Dougherty & Associates's categories are Financial Services
Dougherty & Associates's founding year is 1980
