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:
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?
Meet the Team at Dolan Capital Advisors, Inc.
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.
Building Strategies That Incorporate
At DCA, we build customized and collaborative financial plans that are specific to your individual goals and objectives.
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.
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.
We utilize tax-sensitive investments and design strategic placement of current assets to help maximize the tax efficiency of your portfolio.
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.
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.
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
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.
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.
Utilizing strategic allocation of uncorrelated assets, our portfolios provide needed diversification by investing in global equity, real estate and fixed income markets.
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.
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.
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
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.