The biggest benefit is the freedom and flexibility to better serve our clients.Katherine Forrester Schneewind
There's no greater feeling than building my firm on my own but not alone, at my speed, on my terms.Michael Rose
The ability to be nimble in regards to our tech stack is much better today than at the wirehouse.Matt Kilgroe
We’ve created our own Dynasty in establishing a business to best service our clients.Michelle Smith
We unlocked opportunities to find the right fit for our clients, not just offering what’s "in the box."Scott Bills
Solutions for all advisors
Unlock your peace of mind
Managing significant wealth can be complex. Finding the right advisor takes more than a survey – it requires human empathy and expertise. Connect with an independent advisor powered by Dynasty to meet today’s needs and plan for tomorrow’s goals.
Creating your independent future
Building a future doesn’t happen alone. You have help from family, friends, and colleagues. A support system that pushes you to be your best. They find ways to assist and empower you. You might be in the driver’s seat, but they’re by your side—guiding the way.
*As of June 30, 2022