A complete list of active advisors currently associated with Dolan Partners LLC

Warmer can help you find a great advisor at Dolan Partners LLC or one who fits your needs even better.

Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high‑net‑worth clients, including retirement, tax and estate planning, insurance analysis, and private business review. Client relationships can be held in individual accounts, retirement plans, or trusts, and the firm seeks to align plans and portfolios with each client’s financial background and goals. The firm builds customized portfolios using exchange‑traded funds, individual securities, and mutual funds across equities, bonds, real estate, investment trusts and commodities, emphasizing long‑term capital appreciation, risk control, broad diversification, tax efficiency and cost efficiency. Portfolios are managed on a discretionary basis with ongoing monitoring and periodic reallocation as client circumstances or market conditions change; clients receive custodian statements and typically a quarterly investment letter. Dolan Partners is notable for focusing on higher‑asset clients—generally requiring aggregate assets around $800,000 and not routinely serving lower‑asset individual clients—which is less common among independent advisors. The firm manages roughly $55 million for about 46 clients, indicates limited outside administrative involvement by its principal in a small multifamily real estate interest, does not take custody of client assets, and generally leaves proxy voting to the custodian.

To learn more about the advisors currently working at Dolan Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.