WHO WE SERVE
We are committed to building a successful future for you and your family. Over the years, we have developed and honed our expertise to serve our clients in the following areas. As a fee-only firm, we don’t earn commissions on our recommendations to you, which ensures your financial well-being comes first.
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PHYSICIANS >
As a medical professional, your priority is the health and well-being of your patients. At Dolan Capital Advisors, our priority is your financial well-being. With our wealth management expertise, we will help you set and achieve financial goals and guide you every step of the way to reduce stress and time for you wherever we can. We’ll take into account any student debt and always use evidence-based decision-making. By handling all the details, we have helped physicians like you improve their financial health. Together, we can create a diversified investment portfolio and customized retirement plan so you can focus on your life’s work and still reap the benefits. |
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HIGH NET WORTH >
As a high-income earner, your finances may become more complex over time, with multiple properties, business ownership, and a diversified investment portfolio. We take your total financial picture into account, personally and professionally, to help you create and maintain wealth and long-term financial security. High net worth often comes with the pressure to achieve ambitious financial goals and secure your family’s future, regardless of your age. We know how daunting and emotional these decisions can be, but we have good news: time is on your side. And so are we. |
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ABOUT TO RETIRE >
Ready to embark on a new adventure? Dolan Capital Advisors can help bring your vision for retirement to life. We will work with you to ensure your financial independence and secure the lifestyle you desire. With our guidance, you can be set up to enjoy a retirement fund and a tax-savings strategy that work for you. That means spending less time on financial worries and more time on what’s most important. |
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WE WILL HELP YOU DEVELOP A LONG-TERM PLAN TO:
As a boutique firm, we take pride in our long-lasting relationships with clients and fee-only services, so our priority is developing recommendations suited to your unique needs. |
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CONTACT US
Can we help you secure your future? Complete the form below and we will respond to schedule an initial conversation with you. |
