Unlock your independence

Dynasty Connect

Unlock financial freedom and personalized advice

Managing significant wealth can be complex. Finding the right financial advisor takes more than answering a few simple questions. Let us connect you to an independent advisor who focuses on putting your best interests first.

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Unlock the right advisor match with Dynasty Connect

How do we match your unique needs with the right advisor to meet your financial goals?

We consider the following characteristics and filters essential to finding the right advisor that will help you grow and secure your wealth over time. Explore our site to see how Dynasty powers independent advisors to deliver a differentiated experience for their clients.

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Life events

Whether you are selling a business, executing an IPO, going through a divorce, or undergoing generational wealth transfer, our network of advisors has the breadth and depth of expertise to meet your specific needs.

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Personality match

Financial planning is more than just managing money. It’s about trust, communication, empathy, and deep understanding.

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Unique requirements

Your advisor relationship should be able to adapt as your needs evolve. Find an advisor that can support your family in the long run.

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Location and access

Whether you prefer frequent in-person meetings or virtual interactions, our network of advisors has a national footprint and a technology-enabled client experience.

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Legacy planning

Transferring wealth to loved ones takes specific financial expertise, and an advisory firm committed and able to support you and future generations.

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Transparency and trust

Your financial wellness is related to the trust and engagement between you and your advisor. Your advisor wins when you win. You will have transparency into how your advisor is compensated.

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Dynasty Triangulation of Advice ®

Unlock the power of personalization

The Triangulation of Advice® model offers transparency, alignment, and personalization. Benefit from receiving your financial advice separate from where your investment products are sold and separate again from where your assets are custodied.

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Impartial advice puts you first.

Independent investment advisors powered by Dynasty avoid many of the conflicts inherent in the traditional bank and wirehouse wealth management models.

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Access to investment products from all over the Street.

Our network of advisors has access to a broad range of best-in-class products and solutions from across the industry. Their selections are based on quality and your best interests rather than brand affiliation.

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Your assets are safeguarded by a separate custodian.

Our network of advisors works with industry-known custodians. These are household brands such as Charles Schwab, Fidelity, and BNY Mellon | Pershing. These firms are required to meet strict regulations regarding the custody of customer assets.

Independent advisor advantage

Independent advisors

Impartial financial guidance delivered in your best interest, without many of the conflicts inherent to larger institutions.

  • The advisory firm is independently owned and has control of their business.
  • The advisor is your advocate and acts as part of your team.
  • Independent advisors work on the “buy-side” at your request, accessing researched offerings, institutional pricing, and cost transparency.
  • Access an expanded range of investment products customized to your needs.
  • The advisory firm has freedom and flexibility to adopt the latest integrated technology from across the industry.
  • You will have full transparency into how your advisor is compensated.

Advisors who are not independent

An advisor who answers to a larger institution or shareholders may be less likely to be able to put your best interests first.

  • The advisor or broker may be an employee of a large institution that they represent.
  • The advisor or broker may not be obligated to act as a fiduciary.
  • The advisor or broker may be incentivized to sell certain products to you that are created by the institution they are employed by.
  • The advisor may be limited to use the investment products available at that specific institution.
  • The institution may not have the freedom or flexibility to adapt or adopt new technologies and services.
  • Fees may not be transparent and may pile up regardless of whether your assets grow or not.

About Dynasty Financial Partners

We power independence

The Dynasty Network spans coast-to-coast with advisors that benefit from the integrated technology, proprietary resources, scale, flexibility, and freedom that our WealthTech platform provides.

11+

Years of being the leading advocate for independent advisors

47

Dynasty Network firms across the country

295

Dynasty Network financial advisors

765

Dynasty Community members across our Network

$72B

Dynasty Network assets under administration

Let us help you get started

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Questions to Find the Best Financial Advisor for You

Tips to evaluate whether a financial advisor may be a good fit to help you achieve your goals.

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How to Tell if a Financial Advisor is Right for You

Understand what to look for when searching for a financial advisor.