GREGORY M DOHERTY, CPA

Overview

Gregory M Doherty, Cpa is an independent registered investment adviser organized as a corporation that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm combines accounting services with advisory work and charges fees as a percentage of assets under management and on an hourly basis. Its investment approach tilts toward fixed-income solutions, with a material allocation to U.S. government bonds and separately managed account (SMA) strategies rather than active equity-heavy or multi-asset mandates. Gregory M Doherty, Cpa is not an active ESG investor and does not operate as a multi-state adviser.

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