Dougherty & Associates

Dougherty & Associates Valued financial advisors who help people plan for life. We oversee your money to help you realize your financial goals and objectives

A good financial advisor will become part of the family, someone who wants to be included in all the important decisions you make in life and the important events that happen along the way. Financial planning to us is a process and a blueprint for the all financial aspects of living life as you envision it. Financial planning encompasses goals and objectives developed for savings, starting a famil

y or a business, educating oneself or a child, building a retirement future, or building a legacy for family, for charity or for community. It also includes creating a safety net or contingency plan for unexpected events such as illness, job loss or untimely death. Our team focuses on the client’s financial goals. We provide unparalleled service and unbiased advice. In our investment management program we take fiduciary responsibility. We are not only stewards of our client’s wealth but also of their well-being. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

07/08/2026

Dougherty, Tedesco & Associates is honored to share that Charlotte A. Dougherty, CFP®, Andrew Tedesco, CFP®, and John E. Dougherty, III CFP® MBA have been awarded the 2026 Five Star Wealth Manager, an honor recognizing exceptional wealth managers. The Five Star Wealth Manager award is based on an in-depth research and evaluation process conducted by Five Star Professional, which reviews wealth managers against ten different criteria, including client retention, professional credentials, experience, and regulatory history. The goal is to identify advisors who demonstrate a strong commitment to professional excellence and client service.

For our firm, this recognition is especially meaningful because it aligns with what matters most to us: acting in our clients’ best interests, maintaining high professional standards, and building long-term, authentic relationships.

They will be mentioned in Cincinnati Magazine, highlighting outstanding investment professionals across the Cincinnati area.

While awards are never the reason we do what we do, they can serve as an affirmation of the values we strive to uphold every day. We’re grateful for the trust our clients place in us and for the opportunity to serve as their dedicated team with a “serve-first” philosophy.

Charlotte A. Dougherty, CFP®, John E. Dougherty III, MBA, CFP®, CRPC® and Andrew Tedesco CFP® were named a Five Star Wealth Manager by FSP on 5/08/2026 by Five Star Professional (FSP).

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2026 Five Star Wealth Managers.

Please see below regarding delayed retirement credits. See the link below to download a copy for yourself!https://www.do...
04/29/2026

Please see below regarding delayed retirement credits.

See the link below to download a copy for yourself!
https://www.dougherty-associates.com/files/69779/Delayed%20Retirement%20Credits.pdf

Please see the below regarding current scams and how to spot them and stop them!Click the link to download a copy for yo...
04/23/2026

Please see the below regarding current scams and how to spot them and stop them!

Click the link to download a copy for yourself!
https://www.dougherty-associates.com/files/69779/Scam%20Defense%20Guide.pdf

Address

8044 Montgomery Road , Suite 505
Cincinnati, OH
45236

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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