NEW CLIENT TOOLS
Access your consolidated financial reports..
A new way to measure your risk profile.
TD Ameritrade Login
Log in to your account securely.
Group Plan 401k/403b Login
Log in to your retirement plan account.
A new way to organize and consolidate your financial information and more.
The Dougherty & Associates Team
We are professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement.
We believe financial advisors serve clients best when they do not have biases, product preferences or sales quotas. Nor should advisors have a “cookie-cutter” approach toward their work. They should be free to provide you with virtually any financial product or service that is appropriate. We believe you can best achieve your vision with an independent advisor. In fact, the financial services industry has finally realized the value of independent financial advisors.