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Welcome to DCA

Protecting Your Most Valuable Asset:
Your Time

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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:

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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: 

  • Manage Your Wealth
  • Build a Tax-Efficient Investment Portfolio
  • Plan for Retirement
  • Reach Your Philanthropic Goals
  • Leave a Legacy


How Can We Help Secure Your Future?

Contact Us Today



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Physicians

As a medical professional, your priority is the health and well-being of your patients.
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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.

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High-Net-Worth

Your finances may become more complex over time.
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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.

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Nearing Retirement

For those ready to embark on a new adventure.
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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.

Dedicated to Providing a Fiduciary Experience

For Each of Our Clients

Meet the Team at Dolan Capital Advisors, Inc.


CFA Institute

The National Association of Personal Financial Advisors

Certified Financial Planner

Financial Planning Association


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Benjamin T. Dolan, CFP®

President and Founder
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Benjamin T. Dolan

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 career 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.

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Michael E. Foster, CFA

Wealth Management Advisor
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Michael E. Foster

Michael E. Foster, CFA

Wealth Management Advisor


Michael is a Chartered Financial Analyst®, a member of the Financial Planning Association (FPA), and holds a Series 65 License. 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’s favorite activity is spending time with his wife, Grace. His other interests include playing guitar, live music, Georgia Tech sports, golfing and reading.  

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Christine Blue

Office Administrator
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Christine Blue

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.


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Alexa Dolan

Director of Marketing
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 Alexa Dolan

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


A warm, inviting coffeeshop bar.

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 eliminate conflicts of interest and provide service that’s right for you.

Fiduciary

At DCA, we build ongoing, meaningful and fiduciary relationships with our clients. This means we remain committed to always acting in their best interest and developing 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. And, the white-glove service we provide ensures your needs are met.

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

Learn About Our Services

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.


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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.


You Deserve a Holistic Plan

That’s Tailored to You

Begin With a Consultation


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.


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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.


Dedicated to Investment Solutions

Designed to Meet Your Goals

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Insights

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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. 

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