The power of 


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 


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.

Mary Tan Assistant Vice President, Legal and Compliance
Jeremy Zoladz Senior Vice President, Relationship Management

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The power of 


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
Brenden Bell, Chief of Staff

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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.


"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

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

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
number of dynasty network advisors
dynasty network assets under management
number of dynasty corporate locations
Visit About Us

Concentus Wealth Advisors partners with Dynasty and Schwab Advisor Services


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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February 19, 2019

Dynasty Headquarters Announcement

Dynasty is excited announce that we are moving our headquarters from New York City to St. [...]

February 19, 2019

Dynasty Financial Partners Relocates to Florida

Dynasty Financial Partners is moving its headquarters from the Big Apple to the Sunshine [...]


February 19, 2019

Financial services CEO tells how St. Pete won his billion dollar firm

A “community bear hug” from business and government leaders in St. Petersburg was among [...]

February 11, 2019

Dynasty Financial Partners Wins the 2019 Award from Private Asset Management - Best Investment Platform – Innovation

Dynasty Continues Winning Streak: Eighth PAM Award in Eight [...]

Private Asset Management

February 21, 2019

CT-Based Procyon Partners Expands into NYC with Addition of Leading Financial Advisor Jim Jeffery

Jeffery Managed over $420 million in Client Assets; Will Help $3 Billion RIA Drive Growth [...]

Business WIre

January 30, 2019

Advisor's big year: Goes indie, becomes foster parent

My family and I had a big year in 2018. I left Merrill Lynch, earned my CFP and bought my [...]

January 22, 2019

Yield Goals: How to Advise NFL Stars

Wealthy professional athletes might seem to be the perfect clients, but there’s more to [...]

January 16, 2019

Six Ways the Tax Cuts and Jobs Act May Affect Tax Planning

The start of a new year is the perfect time to review your clients’ planning documents and [...]

Leigh Emery, Chief Compliance Officer for the Dynasty Network

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Jamie Ralliford, Chief Compliance Officer

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