Broker Check
Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU®, ChFC®, CLTC®, Certified Family Business Specialist

Timothy J. Dougherty, MSFS, CFP®, C(k)P®, AIF®, CLU®, ChFC®, CLTC®, Certified Family Business Specialist

President/CEO

Tim Dougherty has been serving clients as a Financial Advisor since 1986. Tim’s credentials include the following:

  • Master of Science in Financial Services (MSFS), a master’s degree conferred by the American College, Bryn Mawr, PA
  • Certified Financial Planner (CFP®) professional, a certification conferred by the Certified Financial Planner Board of Standards, Washington, DC
  • Certified 401(k) Professional (C(k)P®), a designation conferred by The Retirement Advisor University in CO
  • Accredited Investment Fiduciary (AIF®), a designation conferred by the Fiduciary 360 and the Center for Fiduciary Studies, Pittsburgh, PA
  • Chartered Life Underwriter (CLU) a designation conferred by the American College, Bryn Mawr, PA
  • Chartered Financial Consultant (ChFC), a designation conferred by the American College, Bryn Mawr, PA
  • Certification in Long-Term Care (CLTC®), as designation conferred by the Corporation of Long-Term Care Certification
  • Certified Family Business Specialist (CFBS), a designation conferred by the American College, Bryn Mawr, PA
  • Certified Exit Planning Advisor (CEPA),a designation conferred by the Exit Planning Institute
  • Honored by the Society of Financial Service Professionals as a 2002 recipient of the Paul S. Mills Scholarship, awarded for commitment to ethical practice, lifelong education, and volunteerism in the financial services industry, the highest honor awarded SFSP’s 24,000 members.

Tim is a member of The Retirement Plan Advisory Group (RPAG), a national strategic alliance of over 2,000 advisors. RPAG members manage 65,000 retirement plans with strategic, expertly crafted consulting services for Qualified and Non-Qualified Plans with more than $700 billion collective assets under influence. He served as the President for the National Association of Insurance and Financial Advisors – Greater Philadelphia (NAIFA-GP) from 2011-2012.


Tim is a graduate of Lycoming College, Williamsport, PA, with Bachelor of Arts in Business Administration and Economics. Outside of work, he enjoys music, golf, football, baseball, wrestling and travel. He currently live in Buckingham, PA, with my wife, Lisa, where they are currently undergoing restoration of a 200+ year-old barn. They are looking forward to having a unique space where they can spend quality time with their immediate family (son; Tim, daughter; Brynn, and son-in-law; Joe), as well as extended family and friends