Benjamin Dolan is a CFP® with 11 years of experience in the financial industry. He is a principal at Dolan Capital Advisors, LLC and also serves as president of Dolan Family, Inc., a holding company where he manages banking and payroll-related duties. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses model portfolios aligned with documented risk profiles and employs tax-overlay strategies such as tax-loss harvesting, with investments primarily in mutual funds and ETFs.

Michael Foster Jr. is a CFP® and CFA® affiliated with Dolan Capital Advisors, LLC in Charlotte, NC, with eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and M.E. Foster, LLC. Dolan Capital Advisors serves individual and high-net-worth clients by offering discretionary portfolio management, assets-under-advisement services, and standalone financial planning. The firm employs risk-profile mapping, modern portfolio theory, and tax-overlay strategies while managing approximately $179 million across about 83 client relationships.