Our firm has a deep tradition helping medical professionals with their financial planning and investment management.

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Business Owners

Our firm loves business owners! And we especially enjoy helping business owners with all aspects of business planning.

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If you are in a career field where you have a high current income or are perhaps close to retirement, we can help you.

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Family Wealth

Our financial advisors and investment managers stand ready to guide you as you seek to manage and protect your assets.

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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 to help people achieve ongoing peace of mind and long-term financial freedom.

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?”


John D. Dovich is the 2017 Goering Center for Family and Private Business Award Winner, click here to watch video.

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Experienced Services

We are nimble, creative problem solvers, with no preconceived ideas or off the shelf answers. We examine the issues, analyze the alternatives, and help clients devise effective solutions.

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