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

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    fi•du•ci•ar•y
    Fiduciary: A person bound to act for another's benefit

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    GUIDING YOU
    down the path to financial freedom

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• 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. is a fee-only investment management and
financial planning firm serving individuals, families, corporations, and non-profit organizations.
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S E R V I C E S


INVESTMENT MANAGEMENT

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FINANCIAL PLANNING

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​

​WE DESIGN LOW-COST,

DIVERSIFIED, TAX-EFFICIENT

PORTFOLIOS THAT HARNESS

THE POWER OF GLOBAL
​
​CAPITAL MARKETS.

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© 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