Dolan Capital Advisors, Llc

Charlotte-based Dolan Capital Advisors, Inc (DCA) is a fee-only investment management and financial planning firm serving individuals, families, corporations, and non-profit organizations. Whether you are nearing retirement, a new parent, or just starting your career, we are passionate about helping you make smart financial decisions. DCA has the following core values: Fee-Only - 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. We believe being fee-only is important because it eliminates potential conflicts of interest. Fiduciary - We commit to always act in the best interests of our clients. 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 - 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 our clients meet their financial goals. Credentials - When you choose DCA you work with a CERTIFIED FINANCIAL PLANNER™ professional. DCA provides comprehensive financial planning by reviewing client investments, taxes, education planning, charitable giving and estate planning. Building wealth by making smart financial decisions takes a team effort. We believe disciplined, collaborative, and continuous financial planning, with the help of a CERTIFIED FINANCIAL PLANNER™ professional, has the power to change financial lives for generations.