Dougherty Investment Advisors

Dougherty Investment Advisors A Tradition of Excellence for over 30 years! Make us part of your family tradition, too! Period. We even make house calls if necessary!

As a Registered Investment Advisory firm, we are legally held to a higher standard than other companies to act in the best interests of our clients. The firm’s passion is to provide a guiding hand as clients travel through their financial lives. Many of our clients have been with us for more than 20 years because they can depend on our integrity, responsiveness, and wide range of expertise. Not on

ly are all our staff college graduates, but we also have a CPA who has worked firsthand with Wall Street banks and Fortune 500 companies. In short, we want our clients to rely on us to provide a secure financial path for them and their families. Integrity, Trust, and Personal Service are the cornerstones of our company. We are committed to providing you with the highest level of personalized care and attention. More than just an Investment Management Company, we take pride in standing by our clients to help them in several areas as they proceed along their financial lives, such as:
*Family Gifting and Legacy Planning
*Major Purchases
*Retirement Matters
*Social Security Planning
*Assisted Living Transition
*Trustee Assistance
*Tax Planning by a CPA

When you call our office, you will not get an automated phone directing you to press a number for a department. When you contact us, you will reach people who become familiar with you and whom you know. Please call for a Free Get-To-Know-You Appointment! The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy
and it should not be regarded as a complete analysis of any topics discussed. All investments and
investment strategies have the potential for profit or loss. A professional adviser should be consulted
before making any investment decisions. All expressions of opinion reflect the judgment of the authors as
of the date of the post and are subject to change. We are not responsible for comments made by third
parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as
personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax
professional regarding your specific legal or tax situation.

Thank you to all who paid the ultimate price for our freedom. Our team is wishing you a safe Memorial Day. The office is...
05/25/2026

Thank you to all who paid the ultimate price for our freedom.

Our team is wishing you a safe Memorial Day. The office is closed today.

Image by gregbulla from unsplash

Unlock the power of your family's financial wisdom combined with today’s market insights! Scheduling a personalized fina...
05/23/2026

Unlock the power of your family's financial wisdom combined with today’s market insights! Scheduling a personalized financial consultation can help you create a plan that honors your legacy while optimizing your future. Whether you're planning for retirement, education, or wealth transfer, leveraging generational knowledge alongside current trends ensures your strategy is both smart and sustainable. Ready to take control of your financial future? Comment below or tag someone who should join you on this journey!

Maximize your financial health with expert guidance from Dougherty Investment Advisors. With almost 3 decades of experie...
05/21/2026

Maximize your financial health with expert guidance from Dougherty Investment Advisors. With almost 3 decades of experience serving Spring Hill families, we offer independent fiduciary advice tailored to your unique needs. Our comprehensive tax consulting and investment planning services are designed to help you build a stable and growing financial future. We believe in clear communication, integrity, and a personal approach that treats you like family. Ready to take control of your financial journey? Contact our office today for a free consultation at 352-238-6411. How do you prioritize your financial goals? Share your thoughts below!

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Secure your family's future by tapping into the power of generational financial wisdom. Every family has stories and str...
05/19/2026

Secure your family's future by tapping into the power of generational financial wisdom. Every family has stories and strategies passed down through time—these insights can guide smarter investment decisions today.

Understanding how your ancestors approached money management can reveal valuable lessons on risk, growth, and legacy. By blending this knowledge with modern financial planning, you create a roadmap tailored to your family's unique goals.

Have you ever discussed financial planning with your parents or grandparents? Share your experiences or tag someone who inspires your investment journey!

05/10/2026
Happy Cinco De Mayo to all. Image by procopiopi from unsplash
05/05/2026

Happy Cinco De Mayo to all.

Image by procopiopi from unsplash

“Don’t Go to the Dark Side… Invest Wisely. May the 4th Be With You”Happy Star Wars Day
05/04/2026

“Don’t Go to the Dark Side… Invest Wisely. May the 4th Be With You”

Happy Star Wars Day

Address

4048 Deltona Boulevard
Spring Hill, FL
34606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+13522386411

Website

https://www.linkedin.com/company/dougherty-investments

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