Empowered

Our network of resources and flexible solutions allow you to fully realize your entrepreneurial dreams.

Independent

You retain full ownership of your business; you determine your direction and how fast you want to grow.

Transparency

We offer the world-class tools, products and services you need to serve your clients with distinction.

our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

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our network

As the industry continues to trend towards independence, joining a strong network is more important than ever.

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our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

learn more
network effect

As the industry continues to trend towards independence, joining a strong network is more important than ever.

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our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

For advisors making the move to independence

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For advisors who have made the move to independence

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for advisors making the move to independence for advisors who have made the move to independence

eventsview all events

October 23-25, 2017 — Palm Springs, CA

Dynasty Partners Summit

November 14-17 — TBD

Schwab Impact

December TBD — TBD

MarketCounsel Summit

December 7-8, 2017 — New York, NY

Dynasty Days - Client Service

pressview all press

October 16, 2017

To see the future of referrals, look to Silicon Valley
Financial Planning

When I first joined Dynasty Financial Partners as a digital marketing specialist two years ago, with no background in [...]

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October 12, 2017

Dynasty Financial Partners Named as the 2017 Winner for the Wealth Management.com Category – Outstanding Initiative In “Non-Custodian RIA Support Platforms” For Dynasty’s Core Value Pillars

Dynasty’s Core Value Pillars Initiative Provides Proprietary Framework of Expanded Services and Offerings For Top [...]

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October 11, 2017

CT-Based Independent Financial Advisory Firm, Procyon Partners, Expands Retirement Specialist Team with the Hiring of Leading Retirement Advisor, Amber Kendrick

NEW YORK, NY —October 11, 2017—Procyon Partners today announced the hiring of retirement advisor, Amber Kendrick. [...]

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October 09, 2017

Wealth Managers Who Pinch Pennies May Be Own Worst Enemies
AdvisorHub

Brokers, financial planners and other retail wealth advisors often exhibit a behavioral paradox: While encouraging [...]

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