RICHARD P. DOLEVA & ASSOCIATES

Overview

Richard P. Doleva & Associates is an independent registered investment adviser organized as a corporation and operating under individual ownership. The firm serves individual and family clients, offering financial planning and acting as a capital allocator that selects and oversees third‑party managers on client behalf. Compensation is billed through hourly charges and other non‑specified arrangements rather than a standard AUM fee schedule. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser. An industry affiliation with accounting professionals is noted.

Assets & Accounts

Investments & Alternatives

Location & Offices