Dougherty & Associates

Charlotte A. Dougherty
Dougherty & Associates

Founded by Charlotte Dougherty, CFP®, Dougherty & Associates is an award-winning, nationally recognized, financial planning & wealth management firm, helping individuals, families, business owners & businesses achieve their true financial potential. We serve as client partners, advocates & advisors during all phases of the financial journey.

We offer customized, holistic financial services to integrate, organize & simplify our clients’ financial lives, and achieve their financial goals. Our services include, but are not limited to:

  • Family wealth planning for every generation
  • Retirement & inheritance planning
  • Concentrated stock analysis & risk reduction strategies
  • Estate preservation & transfer strategies
  • Institutional money management opportunities
  • Trust, foundation & qualified plan investments
  • Planned or charitable giving
  • Business succession planning
  • Deferred compensation strategies
  • Employer benefit & retirement plans
  • Foundation / endowment audit & counsel
  • Financial planning as an executive benefit
  • Transition strategies for unexpected situations
  • Planning for Physicians

We take time to understand your goals & the worries that keep you up at night, so we can strategize & customize a holistic plan. We work closely with you to continually measure & monitor your plan’s progress & proactively address any potential impediments to success, so you can look forward to life as you imagined it.

Charlotte A. Dougherty, CFP® is a registered representative of Lincoln Financial Advisors Corp. Security and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (member SIPC) and registered investment advisor. 4030 Smith Road, Suite 400, Cincinnati, OH 45209, 513-745-7007. Dougherty and Associates is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors does not provide legal or tax advice. CRN-3693280-072921.

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