Dougherty, Tedesco & Associates is a Cincinnati-based financial advisory firm offering personalized wealth management and financial planning services. Founded by Charlotte Dougherty, CFP®, and now led by advisors including Andrew Tedesco, CFP®, and John Dougherty III, MBA, CFP®, CRPC®, the firm provides comprehensive services such as investment management, retirement and income planning, estate planning, and tax strategies. They specialize in assisting professionals, business owners, and retirees through major life events like retirement, divorce, and loss of a loved one. Emphasizing a holistic approach, the firm tailors strategies to clients’ unique goals and values, ensuring personalized service throughout their financial journey. In 2024, they joined LPL Financial’s platforms to enhance their service offerings and leverage advanced resources for client benefit.