• 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, Inc. is a fee-only investment management and
financial planning firm serving individuals, families, corporations, and non-profit organizations.

S E R V I C E S


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​WE DESIGN LOW-COST,

DIVERSIFIED, TAX-EFFICIENT

PORTFOLIOS THAT HARNESS

THE POWER OF GLOBAL
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​CAPITAL MARKETS.
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