A complete list of active advisors currently associated with PLC Investment Solutions, LLC

Warmer can help you find a great advisor at PLC Investment Solutions, LLC or one who fits your needs even better.

PLC Investment Solutions, LLC provides discretionary and non‑discretionary advisory services primarily to individuals and high‑net‑worth clients and commonly directs those clients to third‑party professional money managers for implementation. The firm assists with onboarding and suitability documentation, provides fiduciary investment advice for retirement accounts, and offers free educational webinars on financial topics (formerly in‑person Social Security seminars). The firm’s investment process relies on quantitative analysis, third‑party portfolio modeling, and Monte Carlo simulations rather than traditional fundamental or technical analysis, using analytical software to generate risk‑adjusted return profiles and probabilistic outcomes. PLC Investment Solutions monitors recommended managers and portfolio models but does not execute or manage third‑party managers’ day‑to‑day trading or individual options positions, and it has expanded disclosures about risks tied to options‑based, buffered/defined‑outcome, leveraged/inverse ETF, and income‑oriented strategies. Noteworthy for a small, solo‑managed adviser, the firm combines manager selection and client education with an affiliated insurance brokerage activity; supervised persons accept compensation for insurance sales, a potential conflict the firm discloses and periodically reviews. With roughly $5.9 million in discretionary assets and about 25 clients, PLC Investment Solutions emphasizes vetting external managers that use specialized strategies rather than conducting in‑house security selection.

To learn more about the advisors currently working at PLC Investment Solutions, LLC, 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.

Name	Location	Years of experience
Brian Dougherty	Philadelphia, PA	9

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support