.webp)
October 28, 2024
This Halloween, I’m Dressing Up as a Gift Tax Return
You can avoid the nightmare of Form 709 if you follow some simple rules regarding gifts.
Let's Build a Successful Future
For You and Your Family
As a fee-only firm, we don’t earn commissions on our recommendations to you, which ensures your financial well-being comes first. Our firm focuses on clients in the following areas:
Physicians
As a medical professional, your priority is the health and well-being of your patients.
Physicians
We have helped physicians just like you at Atrium Health, Novant Health, Tryon Medical Partners and more to improve their financial health. Your time is valuable, and our unique approach to helping physicians is designed to simplify your financial life, save you time, and reduce your stress level.
High-Net-Worth
Your finances might become more complex over time.
High-Net-Worth
High-net-worth often comes with the pressure to achieve ambitious financial goals, regardless of your age. We know how daunting and emotional these decisions can be, but the good news is time is on your side - and so are we. Together, we can craft a plan to help you meet your legacy and philanthropic goals, while ensuring a comfortable retirement for you and your loved ones.
Near Retirement
For those ready to embark on a new adventure.
Nearing Retirement
DCA can help bring your vision for retirement to life. With our guidance, you can be set up to enjoy a retirement fund and a tax-savings strategy that works for you. That means spending less time on financial worries and more time on what’s most important.
Helping You Develop
a Long-Term Plan
As a boutique firm, our priority is developing recommendations suited to your unique needs. Together, we will help you:
How Can We Help Secure Your Future?
Dedicated to Providing a Fiduciary Experience
For each of our clients
Meet the Team at Dolan Capital Advisors, Inc.
Benjamin T. Dolan, CFP®
president and founder
Benjamin T. Dolan, CFP®
PRESIDENT AND FOUNDER
Ben is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA). After receiving his Bachelor’s and Master’s degrees from the University of Dayton, Ben moved to Chicago to begin a career in financial services with LaSalle Bank (now Bank of America Merrill Lynch). In 2011, he moved to Charlotte, North Carolina to serve high-net-worth families as Vice President of Treasury Solutions with Bank of America Merrill Lynch, U.S. Trust.
In 2013, Ben completed the College for Financial Planning CERTIFIED FINANCIAL PLANNER™ professional education program and passed the CERTIFIED FINANCIAL PLANNER™ examination. He is an Investment Advisor Representative in the state of North Carolina and holds a Series 65 License.
Ben supports multiple charities and is President of the Board of Directors for MiraVia (formerly Room at The Inn). His interests include Dayton Flyer Basketball, Notre Dame Football, reading, and traveling.
His greatest accomplishment to date is his marriage to his wife, Alexa, and the opportunity to raise his five children.
Michael E. Foster, CFA, CFP®
wealth management advisor
Michael E. Foster, CFA, CFP®
Wealth management advisor
Michael is a Chartered Financial Analyst®, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Financial Planning Association (FPA). He earned his Bachelor of Science in Business Administration with a concentration in Finance from the Georgia Institute of Technology. In 2017, Michael moved to Charlotte to begin his career in financial services with Dimensional Fund Advisors (DFA), a leading asset manager. While at Dimensional, Michael supported and serviced 116 wealth management practices across 12 states with a total of $3.4 billion in assets under management. He joined the DCA team in 2021.
Michael completed the requirements to become a Chartered Financial Analyst® in 2022 and completed the process of becoming a CFP® professional in 2023. He is an Investment Advisor Representative in North Carolina and holds a Series 65 License.
Michael’s favorite activity is spending time with his wife, Grace. His other interests include playing guitar, tennis, Georgia Tech sports, golfing and reading.
Christine Blue
Office administrator
Christine Blue
office administrator
Christine joined DCA in 2019. She is responsible for all administrative and operational management of the office. With an extensive background in accounting and office administration, Christine brings a wealth of knowledge and experience to the firm.
Upon graduating from King’s College in office administration, Christine spent the next 9 years working for a trust accounting software company before leaving the workforce to raise her three children. The 10 years prior to joining DCA, she served in accountant and office management roles. With a proven track record of success, Christine is always looking to improve efficiency and provide excellent customer service.
Christine enjoys volunteering at her parish where she has served in various roles over the years. Her passion is serving the needs of others. In her free time, Christine loves spending time with family and friends. She and her husband Brian have been happily married for 25 years.
Alexa Dolan
Director of marketing
Alexa Dolan
director of marketing
Alexa provides design and marketing support for Dolan Capital Advisors.
A graduate of the School of the Art Institute of Chicago, Alexa earned her Bachelor of Fine Arts degree in Graphic Design. Upon graduating, Alexa spent the next 5 years working at an award-winning graphic design and marketing studio in downtown Chicago. She now assists DCA with all digital and print marketing.
Alexa is wife to her wonderful husband, Ben, and mom to 5 beautiful children that keep her very busy. In her spare time, she enjoys exercising, cooking and exploring the many mountainous towns of North Carolina with her family.
Core Values
We Bring a Focused Approach
To Your Finances
As a firm, we believe in narrowing our attention to a select number of clients so we can focus on finding detailed solutions. That is why we chose to specialize in financial planning for physicians, high-net-worth families, and upcoming retirees. Our intentional choice of clientele is a symbol of our commitment to tailored and personalized planning.
What Sets Us Apart?
Fee-Only
Our compensation derives solely from our clients. We don’t accept commissions, sell mutual funds or insurance, and we don’t pay for referrals. Being fee-only allows us to mitigate conflicts of interest.
Relationships
At DCA, we are committed to always act in the best interest of our clients and to develop strategies that put their needs first.
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 you meet your 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 choose to work with a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®.
Building Strategies That Incorporate
Both Our Values and Yours
Services
Long-Term Planning
For Your Success
At DCA, we build customized and collaborative financial plans that are specific to your individual goals and objectives.
Our Planning Considerations Include:
Investments
With an evidence-based investment philosophy rooted in academic research, we strive to build low-cost, diversified and tax-efficient portfolios that offer the best opportunities for your long-term success.
Retirement
Planning
One of our highest priorities is helping you prepare to enjoy a retirement that’s on your terms. Together, we can build a plan that puts the odds of success in your favor.
Tax Planning
We utilize tax-sensitive investments and design strategic placement of current assets to help maximize the tax efficiency of your portfolio.
Education
Funding
Not all education-saving vehicles and programs are the same. Let us help evaluate your options to determine the best course of action to save for your children’s future education needs.
Estate Planning
Structuring a legacy to last the test of time can be a difficult task. We believe collaborative and continuous estate planning, with the guidance of leading estate attorneys and accountants, will help ensure the maximum benefit to those you leave behind.
Giving
You may be charitably-minded but unsure about the most effective way to give. We can customize a plan to make the best use of your current assets and help achieve your philanthropic goals.
Rooted in Financial Science
Our clients are seeking personalized investment strategies to help meet their unique goals. To that end, we strive to build low-cost, diversified and tax-efficient portfolios to provide the best opportunity for long-term success.
Our Planning Considerations Include:
Customized
Portfolios
Your portfolio will be built in consideration of your unique goals, risk profile and tax situation. In time, these factors may change and your portfolio will be adjusted to achieve a new set of goals.
Diversification
Utilizing strategic allocation of uncorrelated assets, our portfolios provide needed diversification by investing in global equity, real estate and fixed income markets.
Tax-Efficiency
Understanding the tax implications of income, dividends and capital gains, we locate assets across tax-free, tax-deferred and taxable accounts, while evaluating opportunities for tax-loss harvesting, to help clients keep more of what they earn.
Rebalancing
Investing emotionally, especially during market fluctuations, makes rebalancing decisions difficult for individual investors. Our disciplined approach to rebalancing portfolios eliminates the emotion that often hurts portfolio performance.
Costs
Leading academic research confirms that many investors pay hefty fees for investments that, over the long term, tend to underperform their respective benchmarks. Sensitive to the costs our clients pay, we build low-cost portfolios with a buy-and-hold strategy to help clients meet long-term goals.
You Deserve a Holistic Plan
That’s Tailored to You
Insights
.webp)
October 17, 2024
Weekly, Simple Budgeting Tool
Easily Track Discretionary Expenses
.webp)
October 4, 2024
Market Review - 3rd Quarter 2024
Q3 2024 Performance and Timeline of Events
Let's Connect
From North Carolina to California, we look forward to getting to know you. If you’re interested in learning more about our capabilities, give us a call or send us a message to discuss your goals.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Dolan Capital Advisors, Inc.
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Email: info@dolanca.com
Phone: (704) 887-4969