WHO WE SERVE
We specialize in providing unbiased, fee-only guidance to physicians and other high-net-worth individuals. You invest your time and energy into your patients, business, and community. Let us help you protect your hard-earned assets with evidence-based strategies that will support your long-term financial and retirement goals.
If you’re a member of the physician community in your wealth accumulation years or nearing retirement, we can help. Please contact us to discuss your needs and learn how we can develop personalized financial plans unique to your industry and situation.
• W E L C O M E •
We founded Dolan Capital Advisors, Inc. to ensure people receive the same honest, unbiased financial guidance we would want for our loved ones. That’s why we’re committed to our fee-only model and philosophy that values relationships, quality service, and putting clients’ needs first—above commissions and other conflicts of interest that have misled others in the past.
As a high-net-worth individual, you’ve made thoughtful personal and professional decisions to attain your current position and success. We can help you apply that same attentive and thorough approach to your financial plans to help protect your assets, ensure a fruitful retirement, and secure your family’s future.
Based in Charlotte, we specialize in providing evidence-based, trusted financial services to physicians and other high-net-worth individuals, families, corporations, and nonprofits.
S E R V I C E S