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Newsworthy

November 2017 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their November 2017 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

October 2017 – NBC 5/Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A CFP®" call-in Hotline to answer readers’ questions about financial topics.

August 2017 – Financial Planning Magazine – Interviewed and quoted in the article, “Hardest Thing Advisors Do? Name Their Practice” by Andrew Welsch querying advisors on the difficulty of deciding on a name for their firm.

June 2017 – Investment News – Interviewed and quoted in the article, “More Advisors Disapprove of Trump Job Performance at Six-Month Mark” by Mark Schoeff, Jr., which surveyed advisors to learn how they grade President Donald J. Trump’s first six months in office.

June 2017 – Investment News – Interviewed and quoted in the article, “10 Surprising Summer Jobs Advisers Have Had – and What They Learned From Them” by Jeff Benjamin, focusing on what lessons you can take away from temporary employment.  “Starting early [each  morning] positions you to be ahead of your competition,” said Patrick Dougherty.

February 2017 – Investment News – Interviewed and quoted in the article, “RIAs Embrace the Tough-Love Feedback of Advisory Boards” by Jeff Benjamin, covering the use of advisory boards by advisory firms.  “We created an advisory board to bring information, advice, quality, expertise, and professionalism to our firm.  The board provides big picture guidance: pinpointing potential pitfalls in our business and marketing plans; and providing input for solutions to any ongoing challenges that are encountered,” said Patrick Dougherty.

November 2016 – Investor’s Business Daily – Interviewed and quoted in the article, “Calculate That! Advisors Find Easy Ways to Crunch Numbers” by Morey Stettner, Stettner interviews and quotes financial advisors discussing the different calculators they use to crunch the numbers, including: on-line website based and software based, as well as hand held calculators.  Dougherty Wealth Management uses both the “Business Analyst II Plus” by Texas Instruments as well as creating custom Excel spreadsheet for complex issue calculations.

November 2016 – Dallas Estate Planning Council – Patrick Dougherty presented and led a discussion to and with the Emerging Professionals group of the Dallas Estate Planning Counsel on best practices relating to the integration of “Centers of Influence and Allied Professionals.”  He presented a case for the important difference between the two and why you should consider them both critical to the success of your practice but for different reasons.

November 2016 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their November 2016 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

October 2016 – Southern Methodist University – Patrick Dougherty was invited to speak as a Guest Lecturer to the Continuing and Professional Education’s Capstone Class for Certified Financial Planner candidates.  Topic: "A Professional's Philosophy and Belief System."

September 2016 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A CFP®" call-in Hotline to answer readers’ questions about financial topics.

September 2016 – CNBC Online – Interviewed and quoted in the article, “Commissions are Devouring Your 529 Earnings and Gains” by Darla Mercado.  Posted on September 20, 2016  The article discusses how the commissions and fees imbedded in some advisor 529 plans minimize the earnings to the investor.  Patrick Dougherty discusses Dougherty Wealth Management’s choice of 529 plans that offer institutional class funds which have very low fees and charge no commissions to the investor.  This allows for greater growth and more funds available to the student for college expenses.

August 2016 – Texas Monthly Magazine – Selected for the 2016 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. 

August 2016 – Financial Advisor IQ – Interviewed and quoted in the article, “Origin Stories,” by Thomas Cole.  The article discusses how and why financial advisors chose their calling.  You can read DWM’s Founder’s Story on the “About Us’ page of this website.

August 2016 – InfraGard – Patrick Dougherty is proud to be approved for membership into InfraGard!  InfraGard, a partnership between the FBI and the private sector, is an association of persons who represent businesses, academic institutions, state and local law enforcement agencies and other participants dedicated to sharing information and intelligence to prevent hostile acts against the United States.

July 2016 – Southern Methodist University – Patrick Dougherty was invited to speak as a Guest Lecturer to the Continuing and Professional Education’s Capstone Class for Certified Financial Planner candidates on “Business Planning for Financial Advisors.”

April 2016 – Southern Methodist University – Patrick Dougherty was invited to speak as a Guest Lecturer to the Continuing and Professional Education’s Capstone Class for Certified Financial Planner candidates on “Starting a Financial Planning Practice.”

March 2016 – NexGen Community – NexGen is a community for Financial Planning Association’s members age 36 and under that focuses on the next generation of financial professionals.  Patrick Dougherty presented a program to the NexGen’s Dallas Chapter on “Centers of Influence and Allied Professionals.”

November 2015 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their November 2015 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

October 2015 – Financial Planning Association Roundtable – Patrick Dougherty participated as a panelist for a FPA Dallas/Fort Worth Roundtable to discuss the topic “Showing Clients the Value of Financial Planning Beyond Managing Assets.”

October 2015 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

August 2015 – Texas Monthly Magazine – Selected for the 2015 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

June 2015 – Investment News – "Private-Equity Made Easy for Financial Advisors" – Patrick Dougherty was interviewed and quoted for this Investment News article regarding why and how advisors access private equity for their clients.

June 2015 – NexGen Gathering: Building Community, University of Texas at Dallas in Richardson, Texas – Patrick Dougherty was invited to be a Facilitator for the NexGen's 2015 Gathering titled: Building Community.  NexGen is a community for Financial Planning Association members age 36 and under that focuses on the next generation of financial professionals.  The "Gathering" provides the attendees an opportunity to discuss hot topics and trends facing the future of the financial planning profession.

May 2015 – Financial Planning Association of Dallas Fort Worth Financial Planning Symposium – Patrick Dougherty presented a CFP® Continuing Education seminar titled, “Adding Your Art to the Science of Financial Planning.”  The Financial Planning Association is the largest professional association for the financial planning profession and Certified Financial PlannersTM.

April 2015 – 10 Year Anniversary – Dougherty Wealth Management is celebrating its 10th anniversary this year.  By taking a comprehensive wealth management approach, we enable and empower our clients to make wise decisions toward achieving their financial and family goals.

November 2014 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their November 2014 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

October 2014 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

October 2014 – FPA of Dallas/Forth Worth – The Financial Planning Association of Dallas/Fort Worth honored Patrick Dougherty with their annual "Honors Award" at their Honors Award Dinner during Financial Planning Week.  The Honors Award recognizes planners who have a lifelong commitment to the financial planning profession and the Financial Planning Association of Dallas/Fort Worth.

September 2014 – Financial Planning Association's Business & Education National Conference, Seattle, Washington – Patrick Dougherty presented a conference presentation titled, "Developing Your Most Valuable Asset:  Your Network."

August 2014– Texas Monthly Magazine – Selected for the 2014 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

December 2013 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their December 2013 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

August 2013 – Texas Monthly Magazine – Selected for the 2013 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

July 2013 – News Release Dougherty Wealth Management Relocates.  Dougherty Wealth Management, LLC is proud to announce it’s move to new offices located in close proximity to the Tollway/Galleria area in north Dallas.  We are growing and this move will allow us space for our additional staffing needs.

April 2013 – Southern Methodist University – Patrick Dougherty presented a day long Boot Camp on Creating Business Plans for SMU's Professional Education Program.

November 2012 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their November 2012 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: "Who, outside their own companies, would they recommend?"

October 2012 – Round Table Series for Financial Professionals – Participated as a panelist for the Financial Planning Association of DFW's Round Table on Breaking Into the Registered Investment Advisor World.

October 2012 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

September 2012 – Southern Methodist University – Accepted an invitation to teach the Capstone course for SMU's Certificate Program in Personal Financial Planning beginning with the Fall 2012 semester.  This certificate program is part of Southern Methodist University's Department of Continuing and Professional Education.

August 2012 – Texas Monthly Magazine – Selected for the 2012 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

July 2012 – Southern Methodist University – Presented lecture on "Creating Business Plans" to the Capstone course for SMU's Certificate Program in Personal Financial Planning.

June 2012 – CFP® Disciplinary and Ethics Commission – Patrick Dougherty served as a volunteer for the Certified Financial Planner™ Board of Standard's Disciplinary and Ethics Commission (DEC) Hearings in Washington D.C..  The DEC's responsibility is to investigate complaints against CFPs®.

February 2012 – News Release – Patrick Dougherty, partnered with a colleague to create a new monthly seminar series, "You're A Financial Planner: Now What?", for new financial planners with 0-5 years experience.  The seminar is designed to help people new to the profession to be successful in growing their planning practices.

October 2011 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

August 2011 – Texas Monthly Magazine – Selected for the 2011 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

August 2011 – News Release – Dougherty Wealth Management is pleased to announce that Tania Bailey joined our team as a Paraplanner.  Mrs. Bailey comes to us with 8 years at the Texas Court of Appeals, and 4 years in the insurance industry.

February 2011 – Dallas Morning News Money Makeover – Dougherty Wealth Management participated with the newspaper and the Financial Planning Association of DFW to create a money makeover plan for a Dallas family.

October 2010 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their October 2010 issue. This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: who, outside their own companies, they would send their families to.

October 2010 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

August 2010 – Texas Monthly Magazine – Selected for the 2010 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

January 2010 – Financial Planning Magazine – "Movers and Shakers: 2010" - Named in this article on movers and shakers in the planning profession as one of the co-founders of Mid-Profession and Career Transition (MPACT), a Community of Interest within the Financial Planning Association.

October 2009 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

October 2009 – Financial Planning Association's NextGen09 National Conference, Anaheim, California – Middle Markets Panel Discussion - Invited to participate as a panelist for a conference seminar session addressing the topic of how financial advisors can effectively and successfully serve the middle markets.

September 2009 – Fidelity Investments –  Contracted to teach the course, "Principles of Financial Planning" as part of Fidelity's in-house Certified Financial Planner curriculum through the University of Dallas’ Professional Development Program.

August 2009 – Texas Monthly Magazine – Selected for the 2009 list of "Five Star Wealth Managers” for Best in Client Satisfaction as published in the August issue of Texas Monthly Magazine.  Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.

August 2009 – Texas Instruments, Incorporated – Invited by Texas Instruments to take part in the beta testing of their Business Analyst II Financial Calculator iPhone App.

July 2009 – Journal of Financial Planning – “When Couples Clash Over Finances” - Interviewed/quoted in this article covering the challenges faced when couples disagree on financial matters.

June 2009 – Money Magazine – “Can You Afford A Career Switch?:  How a family will pay for Dad to go back to school” by Karen Cheney – Asked by Money Magazine to participate in a "Money Makeover" for a reader's real life scenario to help their family choose a solution to a mid-life career change which was published in the June issue of Money Magazine.

February 2009 – News Release – "Patrick Dougherty has been appointed to the Journal of Financial Planning’s Editorial Review Board."  The JFP is a peer reviewed publication, considered to be the premier “academic” journal of the planning profession.  The Editorial Review Board plays an essential role in evaluating manuscripts being considered for publication. Members of the board contribute their expertise on varied financial topics, assessing submissions for technical accuracy, soundness of research, pertinence and benefit to Journal readers.

January 2009 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was again nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their January 2009 issue.  This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: who, outside their own companies, they would send their families to.

November 14, 2008 – Investment News – “A Is For Advisor - Extra Designations Help Advisors Make The Grade" - Interviewed/quoted in this article on the different certifications and designations available to financial advisors.

October 13, 2008 - Dallas Morning News – “Texas Launches New Prepaid Tuition Plan” By Pamela Yip - Interviewed/quoted in this article covering the Texas state prepaid tuition program.

October 2008 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

July 2008 – Journal of Financial Planning – “Reaching Out to the Next Generation: Educating Your Clients Children" - Interviewed/quoted in this article covering education planning.

June 1, 2008 – Senior Market Advisor – "The planner's perspective" - Interviewed/quoted in this article covering financial planners using Independent Long Term Care Insurance providers.

May 2008 - Solutions Magazine – "Self-Improvement Solutions:  The Benefits of a Study Group" - Interviewed/quoted in this article covering the use of study groups by financial advisors as a way to improve their practices.

March 2008 - Solutions Magazine – "Create a Successful Advisory Team" by Lance Ritchlin.  Interviewed/quoted in this article discussing how to build a team that provides a competitive advantage for your clients.

November 2007 – Investment Advisor Magazine – "A Lean Custom Team For Today" by Lewis Schiff.  Interviewed/quoted in this article discussing how an advanced planning team is often a better choice than a family office.

October 2007 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

July 2007 – University of Dallas Graduate School of Management – Recipient of the Graduate School of Management’s "Design & Development Award" for the design, development, and implementation of an on-line course in Financial Planning.

January 2007 – News Release – "Patrick Dougherty has been appointed to the Journal of Financial Planning’s Advisory Board."  The JFP is a peer reviewed publication, considered to be the premier “academic” journal of the planning profession.  The advisory board works with the editorial staff to determine specific perspectives for monthly feature articles, proposing technical topics to be covered in the Journal's "Contributions" section and suggesting possible authors for technical articles.

October 2006 – Dallas Morning News – Participated in the Dallas Morning News’ annual "Ask A Planner" call-in Hotline to answer readers’ questions about financial topics.

April 2005 – University of Dallas Graduate School of Management – Patrick Dougherty, President of Dougherty Financial Services, has accepted the position of Adjunct Professor with the University of Dallas Graduate School of Management. Mr. Dougherty will teach courses in the School’s MBA in Financial Services curriculum.

March 2005 – News Release – Dougherty Financial Services announced that it will open it’s doors on April 1st under the leadership of founder, Patrick Dougherty.  The firm’s core offerings will be comprehensive financial planning and asset management with a focus on offering clients more personal, more meaningful, more client-focused advice.  “Our founding principal will be that our clients’ interests will always come first,” said Patrick Dougherty, President of Dougherty Financial Services.

December 2004 – D Magazine – Patrick Dougherty, founder and President of Dougherty Wealth Management, was nominated to D Magazine’s list of the "Best Financial Planners in Dallas" published in their December 2004 issue.  This exclusive peer nominated list is compiled by surveying Certified Financial Planners (CFP®) in the Dallas/Ft. Worth metroplex to ask them: who, outside their own companies, they would send their families to.

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