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Dougherty & Associates logo — company profile

Dougherty & Associates

Founded 1980 United States Cincinnati, United States 5 employees Education, Financial Services +1

General Information

Company Name Dougherty & Associates
Founded Year 1980
Location United States Cincinnati, United States +1
Employees 5
Industries Education, Financial Services, Real Estate
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About Dougherty & Associates

Dougherty & Associates is an award-winning financial planning and wealth management firm, founded in 1980 by Charlotte Dougherty, CFP®. The company is committed to assisting clients in growing and safeguarding their finances through sound financial planning. Dougherty & Associates offers a range of tailored financial services, including family wealth planning, retirement and inheritance planning, concentrated stock analysis, estate preservation strategies, and more. The firm takes a holistic approach to financial services, aiming to integrate, organize, and simplify clients' financial lives while helping them achieve their financial goals. With a focus on understanding clients' concerns and objectives, the team at Dougherty & Associates collaborates closely to develop and monitor comprehensive financial plans. Based in Cincinnati, OH 45236, Dougherty & Associates can be reached at 1-800-225-6647. The firm's securities and investment advisory services are offered through Osaic FA, Inc., a member of FINRA/SIPC.

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Dougherty & Associates Alternatives & Competitors

Dougherty & Associates vs
CooneyAssociates
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Dougherty & Associates vs
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Dougherty & Associates vs
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FAQ About Dougherty & Associates

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 & busine...
Dougherty & Associates was founded in 1980.
Dougherty & Associates is headquartered in Cincinnati, United States.
Dougherty & Associates operates in the following industries: Education, Financial Services, Real Estate.
Dougherty & Associates has approximately 5 employees.
Top alternatives and competitors to Dougherty & Associates include CooneyAssociates, VantagePointe Financial Group, SAI Financial Services, Inc., Steward Wealth Strategies, Insight Wealth Strategies, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Dougherty & Associates and CooneyAssociates are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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