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The power of 

growth

Our Network Advisors scale their businesses by fully leveraging our strategic resources while fulfilling their clients’ every need.

Shirl Penney, President and CEO
Member of the Dynasty Leadership Team

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The power of 

experience

Across our six locations nationwide, our team of more than 50 industry veterans elevate the success of our network through their dedication to service, innovation and building strategic business relationships.

Jonathan Morris, Chief Legal and Governance Officer
Member of the Dynasty Leadership Team

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The power of 

partnership

With nearly 50 independent firms thriving in our Network, we connect you to promote community, collaboration and continued growth.

Edward C. Swenson, Chief Operating Officer
Jason Emerson, Chief Financial Officer

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Dynasty is

Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to the valuable resources and industry-leading capabilities through an open architecture platform, enabling our advisors to address their clients’ needs in an objective manner.

We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients.

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"As a strategic partner, Dynasty provides the human and intellectual capital we need to Plan, Protect & Win for our clients. Dynasty’s mission and capabilities fully align with our OFS value proposition: Be Expert and Be Indispensable."

— Frank Zecca, CFP and Managing Director, OFS

Dynasty
Service Pillars

Dynasty redefines what is possible in wealth management by helping independent advisors deliver a distinctive end-client experience. Our Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform.

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Dynasty Community

The Dynasty Community reaffirms likeminded independent advisors and their teams that they are independent, but not alone...

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Dynasty Technology

The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities...

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Dynasty Finance

Dynasty Finance and Outsourced CFO empowers an RIA to effectively manage its financial risks with complete confidence in the reporting...

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Dynasty Investments

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer...

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Dynasty Marketing

Dynasty Marketing fully prepares an RIA to strategically manage their brand for communication with clients, partners, prospects, their community and the media...

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Dynasty Compliance

Dynasty Compliance will provide the legal and compliance support for an RIA – from the set-up of a new RIA to the training of a designated CCO...

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Dynasty Practice Management

Dynasty Practice Management shares the responsibility of managing an RIA across all aspects of the business...

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The Dynasty
Team

Our team partners with advisors who run their own RIA, but wish to achieve more by outsourcing and streamlining to improve efficiency.

Together, we create a unique and powerful community that promotes collaboration, partnership, investing in proprietary technology, sharing of best practices, unparalleled access, and scale that ultimately benefit all Dynasty Network firms and their clients.

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About Dynasty

Dynasty is

  • 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
number of dynasty network firms
46
number of dynasty network advisors
160+
dynasty network assets under management
$30B+
number of dynasty corporate locations
6
Visit About Us

Concentus Wealth Advisors partners with Dynasty and Schwab Advisor Services

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Dynasty Financial Partners is pleased to announce that Concentus Wealth Advisors is featured in new educational videos about independent financial advisors created by Schwab Advisor Services.

The Dynasty Network

With nearly 50 firms in our Network, we represent more than 160 financial advisors – men and women who thrive in a model that emphasizes independence, business ownership and the flexibility to truly serve their clients’ every need.

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News

August 13, 2018

The Difference In Strategic Vs. Tactical Asset Allocation

The terms strategic and tactical asset allocation are bandied about, sometimes [...]

US News & World Reports

August 06, 2018

The Case for Debt Over Equity for RIAs in Need of Capital

Traditionally, RIA owners seeking capital to fund growth through acquisition, staff [...]

Financial Advisor IQ

August 03, 2018

Summer reads: Pro buyers reveal their books for the beach

Citywire discovers what pro buyers will be reading on their summer vacations, from a [...]

Citywire

August 01, 2018

Industry Benchmarking Study: Scale Realized

Never before has the RIA industry experienced such a rapidly increasing competitive [...]

August 20, 2018

How Advisors Help HNW Clients ‘Collaborate’ On Divorce

In the 1980s dark comedy The War of the Roses, Kathleen Turner and Michael Douglas play [...]

Financial Advisor

August 17, 2018

At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth Firm

As a young Bank of America mortgage underwriter, Michael Henley hated to constantly deliver [...]

August 16, 2018

What Military Personnel Bring to Wealth Management

Wealth managers must cast a wide net to attract standout talent to handle challenges such as [...]

Family Wealth Report

August 02, 2018

Advisors Help Tech Professionals Holding Company Stock

Wall Street can’t agree whether the high-flying technology sector, which propelled the S&P [...]

FinancialAdvisor.com

Sharon Gupta, Vice President, Marketing and Experience

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