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
Up and down arrows in forest

The Best Investment Strategy to Navigate Market Cycles

Investing can be a powerful tool for building wealth, but it’s not without risks. A critical aspect of successful investing is understanding market cycles, patterns, or trends that recur over different periods. By recognizing these cycles, you can better navigate the often turbulent seas of the financial markets. What are Market Cycles? Market cycles are […]

The Best Investment Strategy to Navigate Market Cycles Read More »

strategic-asset-allocation-for-a-more-resilient-portfolio

Strategic Asset Allocation for a More Resilient Portfolio

Investing can seem as daunting as navigating unpredictable seas. The highs and lows, unexpected turbulence, potential for reward, and the omnipresent risk of loss. Sailing these waters requires a sturdy and meticulously crafted strategy, one that’s built to weather the storms and seize the tranquil currents. A critical component of this strategy is strategic asset

Strategic Asset Allocation for a More Resilient Portfolio Read More »

Business-Planning-Can-Secure-Your-Company's-Future

How Business Planning Can Secure Your Company’s Future

Planning is an essential cornerstone for securing your company’s future in the constantly evolving and highly competitive business landscape. A business plan isn’t just a tool; it’s a comprehensive guide charting a course for your company’s future. What is a business plan? A business plan is a detailed, formal statement of business goals, why they

How Business Planning Can Secure Your Company’s Future Read More »

Role-of-Trusts-in-Wealth-Management

The Role of Trusts in Wealth Management for High Net-Worth Individuals

As wealth increases, so does the complexity of managing it. For high-net-worth individuals (HNWIs), the strategic use of trusts is an essential component of their financial planning. The benefits of trusts include mitigating estate taxes, ensuring a seamless wealth transition, safeguarding assets, and preserving privacy. What are Trusts? Trusts are legal arrangements that allow a

The Role of Trusts in Wealth Management for High Net-Worth Individuals Read More »

Growing the business together

Maximizing Your Wealth: The Benefits of Professional Wealth Management

Building wealth is a long-term goal for most people. Achieving it requires careful planning, intelligent investment decisions, and disciplined savings. A critical decision for many is whether to manage their finances themself or retain a financial advisor. This decision is complicated because index and exchange-traded funds have made “DIY” investing easier. When should you seek

Maximizing Your Wealth: The Benefits of Professional Wealth Management Read More »

Business development to success and growing growth concept. Businessman pointing arrow graph corporate future growth

The Power of Diversification

The investing world can be challenging, with many options and minefields. Diversification is a particularly effective strategy to manage risk and preserve wealth over time. What is Diversification? Diversification spreads your investments across various asset classes, industries, and geographic locations. It aims to reduce the overall risk of your investment portfolio by minimizing the impact

The Power of Diversification Read More »

business woman uses a calculator to calculate the company's performance figures, graphs the monthly graphs for the meeting.

Smart Accounting Practices To Improve Cash Flow

No one knows who coined these words:  “Revenue is vanity, profit is sanity, but cash is king.” The importance of a positive cash flow can’t be overstated.  It’s much more important than profits. Here’s why. Profitable but troubled A company can be profitable but need more funds to pay its current operating expenses.   How is

Smart Accounting Practices To Improve Cash Flow Read More »