As a team, we are motivated by the shared goal of truly making a difference in the lives of our clients, their employees and their families. Our founder, Tim Dougherty, has spent his entire 30-year career developing and fine-tuning an approach to financial planning that is client-centric, holistic and focused on the long term.
We work hard to help you simplify and organize your financial life, so you can focus your energy on the priorities that really matter - your family, your business and your future. We take a holistic approach, utilize a comprehensive and repeatable process (so you know what to expect from us), and rely on secure technology - to make your financial life easier for you.
We look forward to speaking with you!