Dynasty Financial Partners
Dynasty Financial Partners is a leading provider of wealth management and technology platforms for select independent financial advisory firms. Known for assisting advisors of integrity to better serve their clients while ultimately growing their enterprise value, the firm offers access to flexible capital solutions to help these advisors develop, expand, and scale their business. Dynasty provides middle and back office support in the areas of finance, technology, marketing, compliance, practice management, investments, consulting and community. They also provide M&A support to firms looking to grow inorganically or to plan for succession.
Associated People
Angela Gingras
2019 - present
Ed Swenson
2009 - present
Jon Morris
2012 - present
Justin Weinkle
2013 - present
Shirl Penney
2010 - present
Dynasty Financial Partners has experienced significant growth in recent years, with the firm’s TAMP recently ranking fourth in Wealth Advisor’s Top TAMP 2020 Survey rankings.
The firm creates access to some of the best-in-class resources and capabilities through an open architecture platform, enabling advisors to address their clients’ goals in an objective manner.
The firm's core service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management.
They cater to consumer products and services, information technology, and financial services sectors.
About Dynasty
46 Dynasty Network Firms
160+ Dynasty Network Advisors
$40B+ Dynasty Network Assets Under Management
6 Dynasty Corporate Locations
Dynasty Financial Partners offers:
True advisor independence
Fiduciary responsibility & client advocacy
Customized, institutional-quality platform
Open architecture supporting multiple tech solutions
Access to leading investment products
Extraordinary service & expert advice
Buying power of a substantial network
Partnership among the industry's top advisors