Hi, I’m Jim Dougherty - financial advisor, business owner, and proud family man.

I’ve built my career on a simple principle: do right by people. Whether you’re planning for retirement, saving for your kids future, or just trying to make smart financial decisions, I’m here to help you make sense of your money and build a plan that fits your life.

With 18 years of experience in the financial industry, I’ve seen firsthand how overwhelming and impersonal financial advice can feel. That is why I opened my own office - to provide families, individuals, and small business owners with honest, straightforward guidance that puts your goals first.

I attained a Bachelor of Science degree from the University of Texas at Arlington, and hold Series 6, 63, and 65 securities licenses, as well as a group 1 life insurance license. These credentials allow me to offer a broad range of investment and insurance solutions tailored to your needs.

I have built a life in North Fort Worth, where my family and I are members of Fellowship of the Parks - Haslet Campus. I am a proud husband to Wendy and father of three to Hayden, James, and Peyton. I am a life long Texas Rangers fan with a goal of visiting all Major League ballparks someday. I am a firm believer in showing up for what matters and doing what you say.