Our firm has a deep tradition helping medical professionals with their financial planning and investment management.Get Started
Our firm loves business owners! And we especially enjoy helping business owners with all aspects of business planning.Get Started
If you are in a career field where you have a high current income or are perhaps close to retirement, we can help you.Get Started
Our financial advisors and investment managers stand ready to guide you as you seek to manage and protect your assets.Get Started
Your Financial Success
John D. Dovich & Associates, LLC, is a wealth advisory firm dedicated to delivering timely, innovative investment solutions that strive to meet each client’s personal financial goals.
At John D. Dovich & Associates, LLC, our mission is your financial success.
Everything we do, every action we take, is with that concept in mind.
We utilize innovative investment solutions, a holistic financial planning approach, and seek to provide excellent client service to meet these goals. Our commitment to our clients is a hallmark of our dedication to our clients and their financial security.
We are an independent, registered investment advisory firm. Our decisions are not driven by financial industry products or services, but rather by a fiduciary standard with decisions and actions driven to help our clients achieve their financial goals and success.
You may be thinking, “Why do I need a financial advisor?”