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The power of 

objective advice

Discerning investors choose advisors from the Dynasty Financial Partners network for their independence, planning expertise and innovative solutions.

Christopher A. Copps, Corient
Member of the Dynasty Network since 2015

Learn more about Corient

The power of the 

dynasty network

With nearly 50 firms in our Network, Dynasty Financial Partners represents more than 160 financial advisors – men and women skilled at helping you build your financial future.

Kim Lee Kenawell-Hoffecker, MSFS, AWMA®, CDFA®, CRPC®, Avantra Family Wealth
Member of the Dynasty Network since 2017

Learn more about Avantra Family Wealth

The power of 

client advocacy

Dynasty Network advisors serve as your advocate and act as a true fiduciary – your best interests are their only agenda.

Matthew Celenza, Boulevard Family Wealth
Member of the Dynasty Network since 2017

Learn more about Boulevard Family Wealth
Dynasty is

Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms.

We create access to some of the best-in-class resources and capabilities through an open architecture platform, enabling our advisors to address their clients’ goals 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.

The Independence Edge

The Value of Working with a Dynasty Independent Advisor

When you’re not working with a Dynasty independent advisor...

  • You’re completely dependent on one institution – and you have to adapt to its procedures.
  • Your banker or broker is an employee of the institution they represent – how can they be objective?
  • Bankers and brokers work on “Cross-Sell” type platforms, where they’re pressured to sell certain products.
  • You’re limited to using only one investment platform – is it right for you?
  • If you have multiple accounts, statements must be manually consolidated.
  • Costs are complicated and can have multiple variables.

But when you choose to work with a Dynasty independent advisor...

  • The advisory firm is truly independently owned – and designed to adapt to each client.
  • The advisor is your advocate and acts as a true fiduciary – your best interests are the only agenda.
  • Independent advisors work on a “Buy” type platform – sitting on your side of the table looking for the best-in-class investment solutions to match your investment profile.
  • You have access to multiple investment platforms through an open architecture, customized to your needs.
  • Your account statements can be aggregated using modern, efficient and systematic technology.
  • The fee structure is completely transparent for easy understanding.

Triangulation
of Advice®

The Advantage of Choosing a Dynasty Network Advisor

Advisors in the Dynasty Network are able to deliver completely objective advice because they are independent from the firms that source any recommended investment products, and they are independent from the firm that will serve as custodian of your assets. We call this well-designed separation the Triangulation of Advice®.

Advice

Your independent registered investment advisor is free from any competing interests and their conflict-free advice ensures that your goals and interests are their sole focus.

Products & Services

Through Dynasty’s open architecture, our Network Advisors can offer you access to an expanded range of products and services, well beyond the choices typically provided by a large bank or brokerage firm. Our selections are based on quality rather than brand affiliation. Plus, as a large institutional client of Wall Street, Dynasty has the best firms competing for our business. You will benefit from top-quality offerings, institutional pricing, and cost transparency.

Custody

By working with a separate custodian, you receive an additional level of protection. Custodians are required to meet stringent regulations regarding the safety of customer assets, such as keeping accurate records of assets, maintaining securities in a controlled location and meeting net capital requirements.

Advice Products & Services Custody

Dynasty Network Map

The Dynasty Network spans coast to coast, with nearly 50 independent advisory firms who have connected to the power of our platform and community.

East

Crescent Wealth Advisory

Atlanta

DG Wealth Partners

Palm_Beach_Gardens

DB Root & Company

Pittsburgh

Avantra Family Wealth

Mechanicsburg

Dynasty Financial Partners

McLean

Octagon Financial Services (OFS)

McLean

Pactolus Private Wealth Management

McLean

Brandywine Oak Private Wealth

Kennett_Square

Corbenic Partners

Bethlehem

Concentus Wealth Advisors

King_of_Prussia

Avestar Capital

New_York

CJM Wealth Management

New_York

Dynasty Financial Partners

New_York

Fusion Family Wealth

Woodbury

Geller Advisors

New_York

Next Capital Management

New_York

Pivotal Planning Group

Jericho_NY

Source Financial Advisors

New_York

Summit Trail Advisors

New_York

YorkBridge Wealth Partners

New_York

YorkBridge Wealth Partners

Bridgehampton

Procyon Partners

Shelton

RPg Family Wealth Advisory

Burlington

Summit Trail Advisors

Boston

North_Central

Dynasty Financial Partners

Englewood

Syntal Capital Partners

Colorado_Springs

Nova R Wealth Inc

Overland_Park

Archford Capital Strategies

St._Louis

Archford Capital Strategies

Swansea

Aaron Wealth Advisors

Chicago

Dynasty Financial Partners

Chicago

Keebeck Wealth Management

Chicago

Sentinus

Oak_Brook

Summit Trail Advisors

Chicago

Centerline Wealth Advisors

Louisville

RPg Family Wealth Advisory

Brimingham

South

Buckley Wealth

Las_Vegas

Syntal Captial Partners

Midland

RPg Family Wealth Advisory

Austin

Point Bridge Capital

Fort_Worth

Syntal Captial Partners

Dallas

Fortiter Wealth Management. LLC

Houston

ICON Wealth Partners

Houston

The Patten Group

Chattanooga

MAXIMAI Investment Partners

Coral_Gables

Omnia Family Wealth

Aventura

Premia Global Advisors

Coral_Gables

Rose Capital Advisors

Miami_Beach

West

True Private Wealth Advisors

Salem

True Private Wealth Advisors

Tigard

Dynasty Financial Partners

San_Francisco

Intellectus Partners

San_Francisco

Summit Trail Advisors

San_Francisco

Schmidt Financial Group

Kirkland

Towerpoint Wealth

Sacramento

Boulevard Family Wealth

Beverly_Hills

American Financial Network (AFN)

Calabasas

Corient Capital Partners

Newport_Beach

DeGroote Financial Group

Westlake_Village

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Bea Zahorska, Assistant Vice President, Platform Operations

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