John Dougherty's passion is to provide a guiding hand as the client travels through their financial life. Many of his clients have been with him for more than 20 years because they can depend on his integrity, responsiveness, and wide range of expertise. John Dougherty is someone who is not only a Registered Investment advisor, but also a CPA who has worked first hand with Wall Street banks and Fortune 500 companies.
In short, we want our clients to rely on us to provide a secure financial path for them and their families. Period.