Services

Dougherty & Associates Financial Services Inc., a registered investment advisor, was founded in Post Falls, Idaho, in 1999 by Bill Dougherty, CPA, CFP. The principle in Dougherty & Associates CPAs since 1994, Bill 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, Bill became 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 – Investment, Retirement & Estate Planning - serves as a registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. D & A offers clients outstanding service, sophisticated, knowledgeable advice aided by technological solutions and special attention to ethical business practices that defines our culture.

We welcome you to our Web site and invite you to become familiar with how Dougherty & Associates Financial Services is distinct in many ways. To name a few:

Fee-only - D & A Financial Services is a fee-only investment advisor. Investment vehicle providers do not offer commissions to us, so our interests are firmly aligned with yours.

Approach - You gain understanding and access to an investment approach based on Nobel Prize-winning research conducted by leaders within the financial academic community. Our advisors are in direct contact with many of these highly respected academics, who continue to contribute to the field of financial economics and who help shape the direction of our approach. D & A Financial Services adheres to the principles of Larry E. Swedroe, a renowned financial economist and four-time author. He has developed a solid reputation for explaining in approachable ways how to apply academic logic to sensible investing.

Investment vehicles - Many of the investment vehicles recommended for implementing our approach are available only to institutional-level investors or via a qualified investment advisor such as D & A Financial Services.

Support services - The D & A Financial Services Family of Financial Services includes a wide array of additional services all focused on helping you achieve your primary financial objectives.

People - All of us at D & A Financial Services share a demonstrated commitment to creating an atmosphere that reflects the highest levels of integrity. You have access to a collection of skills and backgrounds that complement our investment advisory services, including: banking, economics, commodity trading, law, property management, retail management, academia, civic leadership, business operations, marketing, computer design and implementation, and more.