Richard Dougherty brings 15 years of experience working with individuals and families to translate their financial goals into a comprehensive wealth plan. A graduate of St. John Fisher University with a B.A. in Corporate Finance, Richard began his career in 2007 and continued to build out his advisory expertise with Echelon Wealth Advisors, Naviter Wealth, and now with Uniting Wealth Partners.
As both a Certified Financial Planner™ and an Accredited Investment Fiduciary® professional, he guides clients through optimal investment strategies, key tax considerations, and thoughtful retirement planning with a deep understanding of the fiduciary responsibilities he holds. Licensed in life and health insurance, Richard views a client’s broad financial picture and helps ensure long-term protection of what matters most.