We’re dedicated to securing your financial future
Dolan Capital Advisors, Inc. provides financial planning and investment management tailored to your specific needs. To see if we’d be a good fit for you, schedule a call or keep reading to learn more.
Ben Dolan, CFP®
President & Founder
Let's build your future together
We believe in narrowing our attention to a select number of clients so we can focus on finding detailed solutions for them. We specialize in financial planning for:
As a medical professional, your priority is the health and well-being of your patients.
Your finances might become more complex over time.
For those ready to embark on a new adventure. We specialize in retirement planning.
Our step-by-step discovery process:
The first step is an introductory phone call to confirm your situation matches our expertise. In the call, we'll be seeking a basic understanding of your financial situation and what it is prompting you to seek advice. Needless to say, everything we discuss is confidential.
Following our introductory phone call, the next step will be completing a questionnaire to get a more accurate sense of your financial life, priorities, challenges, and circumstances. We'll also provide a secure link to upload your account statements and tax return. This will assist us with the analysis we shall present.
Your answers to our intake questions, along with the documents we have requested, will help us assess your situation. Post our review, we'll prepare a proposal presented in plain-English that address your most pressing financial concerns.
We present our financial planning and investment management recommendations tailored to your individual needs. You get to ask all your questions!
We want to work with clients who trust us and are ready for a long term partnership. Think about you're experience with us thus far and consider if we'd be a good fit for you and your needs. If we seem like the right partner for you we can begin working together!
Schedule Your 30-Minute Meeting
This phone call will give us both a chance to make sure your situation matches our expertise.
Frequently asked questions
We’re happy to answer any questions you may have. If you don’t see the answer to your question below, feel free to contact us and we’ll be happy to answer.
These materials have been independently produced by Dolan Capital Advisors, Inc. Dolan Capital Advisors, Inc. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Dolan Capital Advisors, Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.