At Dolence Advisors, we specialize in estate, gift, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.
We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
We are committed to helping you achieve financial success within your medical practice. Our trained staff understands the challenges that physicians face within the industry, such as increasing costs, healthcare reform, and...
read moreWe are committed to helping you achieve financial success within your dental practice. We understand the difficult balance of managing your practice and delivering high-quality patient care. Outsource your accounting duties...
read moreWe understand the challenges business owners face within the hospitality industry because our professionals have years of experience serving your niche—from hotels and resorts to...
read moreWe know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand...
read moreIt's a New Brand Day at Dolence Advisors, PA! We are excited to announce the recent launch of our firm’s new brand. We’ve been working very hard to enhance our website, develop helpful new client communications, and give our firm a facelift. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we...
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