DOLAN CAPITAL ADVISORS, INC.
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    DOLAN CAPITAL ADVISORS
    ​Investment Management & Financial Planning

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    WHO WE SERVE 
    We specialize in providing unbiased, fee-only guidance to physicians and other high-net-worth individuals.
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    LEARN MORE
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    CONTACT US
    For Investment Management and Financial Planning
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    CONTACT

• WELCOME •


Dolan Capital Advisors was founded to ensure all investors 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 a fiduciary relationship with each client.
 
We help high-net-worth individuals make thoughtful, evidence-based decisions to protect their assets, enjoy a fulfilling retirement, and secure their families' futures.
MEET THE TEAM

SERVICES


FINANCIAL PLANNING

Dolan Capital Advisors builds customized, collaborative financial plans specific to each client's goals and objectives.
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INVESTMENT MANAGEMENT

We strive to build low-cost, diversified, ​tax-efficient portfolios to provide all clients with the best opportunity for long-term success.
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​WE DESIGN LOW-COST,

DIVERSIFIED, TAX-EFFICIENT

PORTFOLIOS THAT HARNESS

THE POWER OF GLOBAL
​
​CAPITAL MARKETS.

​HOME
SERVICES
Investment Management
Financial Planning
Retirement Plan Services
​WHO WE SERVE
VALUES
TEAM
BLOG
CLIENT ACCESS
Client Portal
Client Accounts
CONTACT
© COPYRIGHT 2021. ALL RIGHTS RESERVED.
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Plan Services
  • Who We Serve
  • Values
  • Team
  • Blog
  • Client Access
    • Client Portal
    • Client Accounts
  • Contact