Dynasty Financial Partners
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“Independence enhances everything we do. It brings life to every decision we make, because it is truly our decision. Every accomplishment is greater and every disappointment is more personal. You care for your business and the people you work with even more. I have a renewed sense of purpose in every day I come to work.”
Dave Gatti, Founding Partner, RPg Family Wealth Advisory and RPg Asset Management -
“Our business is growing more in 2012 than at any point in my career. I don’t think that would have been possible without going independent and certainly without Dynasty as my partner.”
Alan Harter, Managing Director, Pactolus Private Wealth Management -
“Every independent advisor business requires a number of relationships to make it successful. We could have gone out and researched each one and established individual contracts, but Dynasty helped us chart a much shorter and certainly more cost effective course.”
Pierce Archer, Partner, Radnor Capital Management -
“You need good people to help you put together the firm you envision. You can’t do this single-handedly. The Dynasty team is outstanding and they know how to put together world-class hybrid RIA firms.“
Larry King, Partner, Chief Investment Officer, King Wealth Management Group -
“The only thing that matters now is the client and whether or not they are satisfied. You are no longer juggling between the interests of the large bank or brokerage house and those of your client. Independence has removed the daily hurdles that we dealt with and replaced them with putting the clients best interests first.”
Jason Herber, Founding Partner True Private Wealth Advisors -
“When we were considering leaving our old firm, we interviewed most of the big names on Wall Street and asked them ‘why is this a better place for my clients’…we got silence as a response. When we asked Dynasty, they gave us numerous reasons. All of them good ones.”
Dane E. Crunk, Co-Founder, MD, Syntal Capital Partners
Powering Independence
You have been in business for many years now. You have been successful and recognized by your peers and the firm you work for, but now is the time to own what you have built. It’s time to reignite your dreams, to start again, but this time it will be on your own terms.
You’re successful. So where do you take your success from here? Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. We help top advisors, whether they are already independent or those leaving the wirehouses, to build their businesses the same way we built ours: from the ground up, taking the long view, not short cuts. Then, we provide every possible measure of support.
At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with our resources and expertise behind you, there’s no better way to define success on your own terms.
Latest News
Austin Philbin, of Dynasty Financial Partners, talks about why athletes are often led astray when it comes to their finances and how advisors can do a better job working …
Breaking away from the wirehouses has paid off handsomely for financial advisers over the past five years, according to a new study from Fidelity Investments.
Advisers who went from a …
Working with sports stars can be prestigious, even glamorous – and is often a highly sought after market niche for financial planners and wealth managers. Advisors got another glimpse into …
Dynasty Financial Partners LLC, which has grown rapidly providing a technology platform and a variety of services for RIAs and independent Advisers for a fee, is looking to expand its …
Two large, independent wealth management firms spanning the US and Canada have linked up to provide their services cross-border.
Dynasty Financial Partners, a network of 17 wealth management firms in …
NEW YORK—-Dynasty Financial Partners and Canadian wealth management firm Richardson GMP of GMP Capital Inc. GMP.T -2.05% (GMP.T) are forging ties to provide cross-border access to each other’s products and …
Mike Brown, Partner at Dynasty Financial Partners, discusses investments in gold and equities
at their current levels on CNBC’s Squawkbox. http://video.cnbc.com/gallery/?play=1&video=3000164937
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Mike Brown of Dynasty Financial Partners was dead-on in predicting trouble for gold. What he recommends now, and how he’s hedging his holdings.
Stay away from gold. That’s what Mike …
Events
Date: Tuesday, May 14th, 2013
Time: 4:00-5:00PM EST
Speaker: Matthew Teel, CFP®, CLU®, Agency Director, Wealth Strategies Division, Barnum Financial Group
Moderator: Austin Philbin
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Exclusively for Dynasty Network Advisors
September 25 – September 27
Meadowood
Napa Valley, CA…
My Story of Independence – Mindy Diamond, CEO, Diamond Consultants and Michelle Smith, CEO, Source Financial Advisors
When: May 15, 2013, 3PM
Where: The Metropolitan Club, New York, NY
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