A complete list of active advisors currently associated with Gregory M Doherty, CPA

Warmer can help you find a great advisor at Gregory M Doherty, CPA or one who fits your needs even better.

Gregory M Doherty, CPA provides investment advisory and portfolio management services to individual clients, with the firm’s Form ADV reporting approximately $66.7 million in assets under management across 126 client relationships. The brochure indicates the firm charges fees based on a percentage of assets under management and offers services commonly used by individual investors. The Form ADV also discloses that the firm operates as a licensed CPA and engages in accounting-related activities (see Item 10), so advisory services are offered alongside tax and accounting support. The brochure describes portfolio management for individuals as a core service, with investment advice delivered in the context of the firm’s accounting practice. What is distinctive about the firm is its combination of licensed accounting services and investment advisory work, a configuration that is uncommon among independent advisors and may allow for integrated tax and investment considerations. The firm’s reported asset-to-client ratio and focused client base indicate an emphasis on individualized account management rather than a high-volume advisory model.

To learn more about the advisors currently working at Gregory M Doherty, CPA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.