Dynasty Connect
Life Happens. Advice Matters.
Dynasty Connect offers a no-cost, no-obligation, personalized approach to understanding your financial goals and matching you with a financial advisor who has the experience and qualifications to meet your unique needs, providing expert guidance and tailored solutions. Explore our national network of established, fully independent financial advisors dedicated to helping you confidently reach your financial goals.
You’re Here for a Reason and Each are Uniquely Complex
Why work with Dynasty Connect?
We believe that exceptional financial advice starts with understanding your unique journey.
What makes Dynasty different
The Power of Personalization
At Dynasty Connect, our process is designed to provide you with personalized support tailored to your specific financial goals. From the very first conversation, we focus on understanding your needs and connecting you with the right independent financial advisor.
1.
Understanding Your Needs
Your journey with Dynasty Connect begins with a conversation. We take the time to listen and learn about your goals, values, and financial aspirations.
2.
Personalized Advisor Selection
We carefully select independent financial advisors from across our national Dynasty Network who align with your financial objectives and personal goals.
3.
Seamless Connection
We prioritize understanding your unique situation, ensuring the advice and strategies are custom fit to your objectives.
Meet the Dynasty Advisor Community
The Dynasty Network brings together experienced financial professionals who prioritize personalized guidance and client success. They are focused on one objective – helping you achieve financial freedom and success.
90+
Advisor offices
nationwide
400+
Advisors in
our network
$105B+
Dynasty Network assets
under administration*
Dynasty Triangulation of Advice ®
Financial Freedom Starts with Independent Guidance
When your financial advice comes from an institution that also sells financial products and manages your assets, truly independent and objective advice can be hard to find. With Dynasty’s Triangulation of Advice® model, you receive transparency, alignment, and personalization. This approach keeps your financial advice separate from where investment products are sold and, again, separate from where your assets are custodied. This model ensures your advisor is focused on your best interests, not on selling your more products.
By Shirl Penney, Dynasty President and CEO
Core Guidance for Entrepreneurs
Choosing the Right Financial Advisor
Entrepreneurship is a journey filled with unique challenges and vast opportunities. That’s why choosing the right financial advisor is crucial for navigating the complexities of business and personal finances.
In a recent Entrepreneur Magazine article, Shirl Penney, President and CEO of Dynasty, shares insights on finding advisors who blend industry expertise, experience, and a collaborative, independent spirit to help you achieve financial success.
You Have Questions,
We Have Answers
Get clear, straightforward answers to your most important financial questions. Our team is here to guide you every step of the way.
What makes Dynasty Network advisors different from other financial advisors?
Dynasty Network advisors are established professionals who benefit from a wealth of resources designed to enhance their ability to serve clients. As fiduciaries, they are legally bound to prioritize their clients’ interests, and their expertise is further amplified by Dynasty’s Triangulation of Advice™—a model that separates investment advice, product selection, and custody of assets. This system minimizes conflicts of interest and elevates the client experience, ensuring a higher level of personalized, independent advice.
How do I know if I need a financial advisor?
People typically seek out financial advisors for several reasons. Major life changes, such as marriage, career transitions, or receiving an inheritance, often prompt individuals to look for guidance. Some seek specific services like financial planning, tax strategies, estate planning, or access to alternative investments. Others engage advisors for peace of mind and objective advice, particularly during market volatility or economic shifts, helping them make sound financial decisions.
What personalized support can you expect from Dynasty Connect in finding the right financial advisor?
Dynasty Connect takes the time to understand your unique situation, needs, and goals, providing personalized recommendations. If you would benefit from working with a financial advisor in the Dynasty Network, our concierge team will introduce you to a qualified advisor and support you through the entire selection process at your own pace.
Will my assets and data be secure?
Dynasty Network advisors safely house their clients’ assets with one of the industry’s largest custodians. These are household names like Charles Schwab and Fidelity. These firms have robust and well-resourced cyber security infrastructure and asset protection protocols. Dynasty Network advisors also benefit from the industry-leading technology infrastructure that Dynasty provides to them, including means for secure data transfer and storage.
Who should I contact if I have additional questions?
If you have additional questions, our concierge team is here for you. You can reach our team directly at connect@dynastyfp.com or by calling us directly at (727) 498-5548.
Get Connected
Find the Right Financial Advisor for You
Are you ready for a new approach to help you achieve your financial goals? Start your no-cost, no-obligation process to understand your needs with Dynasty Connect today.
* Disclosure: Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.