Dolan was previously a principal and managing director at a Florida-based investment advisor and subsequently founded Dolan Family Enterprises, a consulting firm serving investment advisors. He also spent 11 years at Fidelity Investments as a regional consultant and was previously part of the counseling teams at Merrill Lynch, Dreyfus Service Corporation and Investors Diversified Services.

The Colony Group is an independent, fee-only financial advisory firm with approximately $5 billion in assets under management and over 85 employees in offices in Massachusetts, New York, Virginia, and Florida.

Founded in 1986, it serves HNW individuals and families, corporate executives, professionals, and institutions.