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DOLAN CAPITAL ADVISORS
Investment Management & Financial Planning -
WHO WE SERVE
We specialize in providing unbiased, fee-only guidance to physicians and other high-net-worth individuals.
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CONTACT US
For Investment Management and Financial Planning
• 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. |
SERVICES
FINANCIAL PLANNINGDolan Capital Advisors builds customized, collaborative financial plans specific to each client's goals and objectives.
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INVESTMENT MANAGEMENTWe 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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