Bert Doerhoff, CPA

"We all have an obligation to leave this world a better place than we found it."   

Bert started his own firm, Doerhoff & Associates CPA, as early as 1978. Specializing in thinking differently and challenging the status quo, Bert went on to receive various national awards, from the Jefferson City Reader’s Choice Awards’ “Top Accounting Firm and Top Wealth Manager” to CPA Digest’s "Digest 50 Award." He has also spoken at conferences throughout the US, held statewide offices in professional associations, and is a published author in his field.

From starting his career working for Peat, Marwick, Mitchell & Co, a worldwide CPA firm known as KPMG, Bert is now a registered investment advisor working with select clients and providing them strategic wealth management to help protect and build wealth for life. He also spends countless hours making a permanent difference in the lives of the less fortunate by working with programs to help them become self-sufficient.

Find him on LinkedIn.

Bert Doerhoff

Wealth Management for High Net Worth Individuals

Managing wealth can be complex and multifaceted, especially for high-net-worth individuals (HNWIs). Here are some strategies for maintaining and growing wealth that HNWIs can implement. Understand the Challenges HNWIs face unique challenges when it comes to wealth preservation, which often include: Wealth Diversification HNWIs typically have varied and diverse portfolios, including investments in stocks, real […]

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Investment Diversification Made Easier with Professional Guidance

Navigating the world of investments can be challenging, especially if you lack the necessary expertise. One way to overcome these challenges and optimize your diversification strategy is to retain the services of a Certified Public Accountant (CPA) who is also a financial advisor. What is Diversification? Diversification is a fundamental investment strategy that involves spreading

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Customized Investment Strategies: Tailor Your Portfolio with Professional Help

Every investor has unique financial goals, risk tolerance, and investment preferences, which is why customized investment strategies are important. Working with a qualified financial advisor can tailor your investment portfolio to align with your specific needs and objectives. A financial advisor who is also a Certified Public Accountant (CPA) has expertise that can be particularly

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Achieve Your Financial Goals: Wealth Management for High Net-Worth Individuals

When you have a high net worth, the complexity of managing your wealth can increase significantly. High net-worth individuals (HNWIs) face unique financial challenges and opportunities requiring a specialized wealth management approach. Who Are HNWIs? HNWIs are typically those with substantial investable assets, often exceeding a million dollars. Their financial profiles can be quite diverse,

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Simplify Complexity: Coordinated Wealth Management in a Multifaceted World

Technological advances, global economic volatility, and legislative shifts are just a few variables that can dramatically impact your financial health. There’s a growing need for wealth management and financial planning synchronized across various facets of your life to manage these complexities. Let’s explore strategies for achieving coordinated wealth management in today’s multifaceted financial landscape. Wealth

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Your Wealth, Your Way: Customized Strategies for High Net Worth Individuals at Every Stage

Managing wealth is not a one-size-fits-all approach, especially when it comes to high-net-worth investors. Let’s delve into how wealth management and financial planning can be customized to suit these investors at every stage of their financial journey, including the role of technology in modern wealth management. Understanding High Net Worth Individual Needs High net-worth individuals

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Financial Planning for Multi-Generational Wealth

Financial Planning for Multi-Generational Wealth

Managing wealth is about more than just maintaining the comfort and stability of your immediate family. For many, it’s about ensuring that future generations — your children, grandchildren, and even great-grandchildren — have the tools and resources they need to thrive. Crafting a future that fosters multi-generational wealth requires deliberate financial planning and consideration. Here’s

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Leverage the Benefits of Tax-Efficient Mutual Funds

Leverage the Benefits of Tax-Efficient Mutual Funds

Maximizing returns is about more than just selecting the right assets.  It also involves optimizing tax benefits. Tax-efficient mutual funds are a key tool for achieving this balance. Tax ramifications of mutual funds Few mutual fund investors understand that they may have to pay taxes on the mutual fund’s capital gains, even if the mutual

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mutual funds tax efficient

Why Tax Efficiency of Your Investments is Important

Investing is about more than just maximizing returns. It’s also about minimizing costs and optimizing tax efficiency. Two popular investment vehicles that offer tax efficiency are index funds and exchange-traded funds (ETFs). These investments have gained immense popularity due to their ability to deliver market returns with low fees and tax benefits. While you may

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