Find the Certified Financial Planner™
Who's right for you.

Patrick Dougherty, MBA, CFP®

Dougherty Wealth Management, LLC

6860 Dallas Pkwy
Ste 200
Plano, TX 75024
Phone: (214) 550-8989

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.