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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
45+
number of dynasty network advisors
160+
dynasty network assets under management
$25B+
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

July 09, 2018

FAs Using AI

Artificial intelligence (AI) may sound like science fiction, but it’s already integrated [...]

Financial Advisor Magazine

June 28, 2018

Finding, minding and grinding: How RIAs can achieve freedom to grow

Time. For RIA leaders seeking to grow their businesses in the face of intensifying [...]

Citywire USA

June 14, 2018

Dynasty Builds New Group to Work with Multi-Billion RIAs

Dynasty Financial Partners has built out a new internal group dedicated to working with [...]

Fund Fire

June 13, 2018

Dynasty Creates Group For Larger Wealth Houses

The rise of $1.0 billion-plus wealth advisory firms, with the added complexities and demands [...]

Family Wealth Report

July 17, 2018

A Plan for Your Children Could Save Your Retirement

Steps you take when they’re young could launch them toward financial independence and get [...]

The Wall Street Journal

July 16, 2018

Fired Merrill Lynch advisor with $2.4B moves to Dynasty

A former Merrill Lynch advisor, who was terminated for not properly filing compliance forms, [...]

Financialplanning.com

July 12, 2018

Financial Advisor IQ Highlights Launch of Keebeck Wealth Management

A Merrill Lynch private wealth manager has left the firm to go independent, partnering with [...]

http://financialadvisoriq.com/c/2031213/236333/merrill_lynch_wealth_manager_breaks_away_partners_with_dynasty?referrer_module=issueHeadline&module_order=0

July 11, 2018

Leading Advisor Bruce K. Lee Launches Keebeck Wealth Management in Chicago

Leading financial advisor Bruce K. Lee today announced that he has partnered with Dynasty [...]

BusinessWire

Sharon Gupta, Vice President, Marketing and Experience

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