Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
Stephen Dolan
Advisor
CFP®
As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning.
Stephen joined Moneta in 2020 because of the firm’s client-first culture. He brought nearly a decade of experience as a wealth advisor for Mariner Wealth Advisors and a financial advisor for Edward Jones, where he developed his expertise regarding investor behavioral coaching and explaining complex subjects in an easy to understand manner.
Stephen became a CERTIFIED FINANCIAL PLANNER® in 2016 and earned a B.S. Degree from Marquette University with a specialization in Finance. Away from work, Stephen enjoys staying active with hiking and tennis. He also loves to travel, watch documentaries, read and spend time with his family.
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Fourth Quarter Investment Report – 2025
January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...