W E L C O M E

Whether you are nearing retirement, a new parent, or just starting your career, we are
passionate about helping you make smart financial decisions.

Charlotte-based Dolan Capital Advisors is a fee-only investment management and
financial planning firm serving individuals, families, corporations, and non-profit organizations.

INVESTMENT MANAGEMENT & FINANCIAL PLANNING

401(k) RETIREMENT PLANS

WE DESIGN LOW-COST, DIVERSIFIED, TAX-EFFICIENT PORTFOLIOS THAT HARNESS THE POWER OF GLOBAL CAPITAL MARKETS.