DOLAN CAPITAL ADVISORS, INC.
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VALUES


FEE ONLY > 
Our compensation comes from one source: our clients. We don’t accept commissions, sell mutual funds or insurance, and we don’t pay for referrals. We believe being fee-only is important because it eliminates potential conflicts of interest.
FIDUCIARY >
We have an ongoing fiduciary relationship with our clients. This means we commit to always act in the best interest of our clients.
SERVICE >
Our process begins and ends with you. With an in-depth understanding of your goals and objectives, we aim to simplify your finances so you can enjoy life on your terms.
INDEPENDENT & OBJECTIVE ADVICE >
Being an independent firm, unconstrained from the pressure to sell investment products, our highest priority is a commitment to providing objective, unbiased advice to help our clients meet their financial goals.
CREDENTIALS >
We continue to develop our talents by obtaining and maintaining the highest professional standards in our field. When you choose DCA you work with a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST.
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Investment Management
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Retirement Plan Services
​WHO WE SERVE
VALUES
TEAM
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CONTACT
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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