MD
CFP
MD
CFP

Matthew Christopher Daugherty

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
516 clients
Average Client Portfolio
$814K average
Assets Under Management
$419.9M

Fee Structure

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Location

1991 Crocker Road, Suite 300, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is the CEO/President of DPGH Group, LLC and also engages in independent insurance brokering with Guardian Life Insurance Company of America, dedicating about 10-20% of his time to these activities. He also serves on the Board of Directors for the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council, spending minimal time on each.

Employment History
Current Registrations
Balanced Wealth Group LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2001 - November 2023 · 22 yrs 2 mos
Ameriprise Financial Services, LLCBroker
September 2001 - November 2023 · 22 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Matthew Christopher Daugherty - Financial Advisor | TrueAdvisor