Robust Financial Solutions

Dougherty & Associates Financial Services Inc. is a registered investment advisor to individuals, businesses, trusts, partnerships, and retirement plans. Bill Dougherty CPA, CFP - the principal in Dougherty & Associates CPAs – founded the firm in 1990 when he recognized that many of his existing clients were beginning to turn to him for additional advice and investment services. Clients were seeking assistance in building robust, sensible financial portfolios.

After extensive exploration to find a core investment strategy that would make sense, Dougherty & Associates Financial Services Inc. is committed to a passive approach using quality financial vehicles designed to meet long-term investment objectives. The objective, however, was not simply to find a strategy and a means to implement it, but also to help investors articulate their individual financial goals and help them implement and maintain an investment strategy to meet those goals.

Dougherty & Associates Financial Services Inc. demonstrates this commitment by offering clients outstanding service, sophisticated, knowledgeable advice aided by technological solutions and special attention to ethical business practices that defines our culture.

Call Bill at 208.773.7551 for more information.