We're Dedicated to Helping You Secure Your Financial Future
Dolan Capital Advisors, Inc. provides financial planning and investment management tailored to your specific needs. To see if we’d be a good fit for you, schedule a call or keep reading to learn more.
Ben Dolan, CFP®
President & Founder
Let's build your future together
We believe in narrowing our attention to a select number of clients so we can focus on finding detailed solutions for them. We specialize in financial planning for:
As a medical professional, your priority is the health and well-being of your patients.
Your finances might become more complex over time.
For those ready to embark on a new adventure. We specialize in retirement planning.
Our step-by-step discovery process:
The first step is an introductory phone call to confirm your situation matches our expertise. In the call, we'll be seeking a basic understanding of your financial situation and what it is prompting you to seek advice. Needless to say, everything we discuss is confidential.
Following our introductory phone call, the next step will be completing a questionnaire to get a more accurate sense of your financial life, priorities, challenges, and circumstances. We'll also provide a secure link to upload your account statements and tax return. This will assist us with the analysis we shall present.
Your answers to our intake questions, along with the documents we have requested, will help us assess your situation. Post our review, we'll prepare a proposal presented in plain-English that address your most pressing financial concerns.
We present our financial planning and investment management recommendations tailored to your individual needs. You get to ask all your questions!
We want to work with clients who trust us and are ready for a long term partnership. Think about you're experience with us thus far and consider if we'd be a good fit for you and your needs. If we seem like the right partner for you we can begin working together!
Schedule Your 30-Minute Meeting
This phone call will give us both a chance to make sure your situation matches our expertise.
Frequently asked questions
We’re happy to answer any questions you may have. If you don’t see the answer to your question below, feel free to contact us and we’ll be happy to answer.
There are LOTS of reasons, but here are four to consider:
1. Planning Focused – Peace of mind comes from excellent planning. Our firm emphasizes financial planning to help you and your family prioritize your financial goals and to build a nest egg that lasts through retirement.
2. Your Time – Our service model is designed to save you time, reduce stress, and simplify your
financial life.
3. Expertise – When you choose Dolan Capital Advisors, Inc. you choose to work with CERTIFIED
FINANCIAL PLANNER™ professionals and a Chartered Financial Analyst®.
4. Core Values – As a fiduciary, we commit to always acting in your best interest.
Our clients are working professionals and retirees looking to outsource their financial planning and investment management needs to industry experts. In doing so, they protect their most valuable asset: their time. Working professionals should have at least $400,000 in investable assets, and retirees at least $1 million in investable assets.
Our firm provides financial planning and investment management solutions tailored to the specific goals of each client.
We charge the following annual fee schedule for standard investment management and financial
planning services:
- 1.00% for the first $1 million
- 0.75% for the next $1 million
- 0.50% for all balances over $2 million
Minimum annual fees may apply. Fees are processed quarterly, in advance, and are deducted directly from client investment accounts.
As a fee-only firm, 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. Being fee-only allows us to eliminate conflicts of interest.
No. Whether we are performing a retirement income analysis or making investment decisions within the portfolio, our clients are charged one fee as outlined in the previous question.
We use Charles Schwab & Co., Inc as our independent custodian. Your accounts, excluding any active retirement accounts through your employer, will be held at Schwab.
These materials have been independently produced by Dolan Capital Advisors, Inc. Dolan Capital Advisors, Inc. is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Dolan Capital Advisors, Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.