Company Overview & History

John D. Dovich & Associates, LLC formed in 1987, with the idea that small is good. In a decade known for everything over-sized and “BIG,” John Dovich knew that keeping things small meant personal service for each and every client would not only be possible but the preferred way to do business.

But, more than that, John knew if he kept the focus on his clients, he was aware that his firm would succeed. In a time when voice mail was a new concept, he wanted every phone call his clients made to the firm answered by a person, not a robotic voice. In a time where investment firms were often large, bureaucratic entities, John wanted his clients to know he was just a phone call or a personal visit away. Client service was not just a buzz word to him as he created his firm, but a way of life. And it continues today, decades later.

John D. Dovich & Associates, LLC is still, as it’s always been, an independent, fee-based advisory firm. Several of our staff are registered investment advisors with an independent U.S. broker-dealer firm.  While our firm has grown, and there are now two additional partners in the firm, John is proud of the fact that client service is still the basis of his business. And while every financial planning firm has a mission statement that often runs into paragraphs, his is simple: OUR MISSION – YOUR FINANCIAL SUCCESS.

John created the firm with his first clients primarily physicians, surgeons and specialists, and while a large sector of his clients are still healthcare professionals, over time, other segments are represented by the firm, including business owners, family and inherited wealth and other professionals, such as attorneys, bankers, and accountants.

Our financial advisors within the firm are highly educated and credentialed, but more than that, they are business professionals who can help you understand the complexities and constraints of managing finances and retirement plans, with security and solvency as a goal everyone shares. Whether you are looking for guidance in developing a plan for your retirement, a plan for your business or need assistance in managing inherited wealth, our financial advisors are always ready and excited to help you achieve your financial success.

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