View in portrait for best experience

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.

March Madness: Sentiment vs Hard Data

March Madness: Sentiment vs Hard Data

March 27, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

VIEW ALL ARTICLES

Let’s make every moment count together…