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.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 15720 Brixham Hill Avenue,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.dolanca.com
- HQ
- Charlotte, NC
Dolan Capital Advisors, Llc Questions
Dolan Capital Advisors, Llc's website is http://www.dolanca.com
Dolan Capital Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/dolan-capital-advisors-llc
Dolan Capital Advisors, Llc has
4 employees.
View email and phone details for 4
employees at Dolan Capital Advisors, Llc.
Dolan Capital Advisors, Llc's industry is
Investment Management
Dolan Capital Advisors, Llc's top competitors are
Tannin Capital, Llc,
Rapidlift Digital,
Asset Growth Partners Ii Llc,
Exegis Capital,
Cornwell Capital,
Southpark Capital,
I3,
Epic Capital Wealth Management,
Carousel Capital,
Salem Capital.
Dolan Capital Advisors, Llc's categories are Investment Management
Dolan Capital Advisors, Llc's founding year is 2015
