Dougherty Wealth Management is a fee-only Financial Planning and Portfolio Management firm.  Our mission is to enable and empower our clients in making good decisions toward achieving financial security and their family goals.

We create value by providing leadership, relationship, and creativity.

  • Leadership - By eliminating dangers that you may face and focusing you on your opportunities.
  • Relationship - By earning your confidence in us as advisors so that you can rely on to support and protect you.
  • Creativity - By providing capabilities with our skills, knowledge, tools, technologies, and unique processes.

We have chosen to be fee-only to allow us the objectivity we believe is necessary to act in a fiduciary role for our clients.  We sell no products.  We make recommendations based on what is the most appropriate for the client.