Empowered

Our network of resources and flexible solutions allow you to fully realize your entrepreneurial dreams.

Independent

You retain full ownership of your business; you determine your direction and how fast you want to grow.

Conflict-free

We offer the world-class tools, products and services you need to serve your clients with distinction.

our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

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our network

As the industry continues to trend towards independence, joining a strong network is more important than ever.

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our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

learn more
the network effect

As the industry continues to trend towards independence, joining a strong network is more important than ever.

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powering independence

our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

for advisors making the move to independence for advisors who have made the move to independence

events

June 7-9, 2016 — Orlando, FL

Pershing Insite

June 28-29, 2016 — San Fransisco, CA

Fidelity Inside Track

October 24-27, 2016 — San Diego, CA

Schwab Impact 2016

November 2-4, 2016 — Aspen, CO

Dynasty Partners Summit

December 5-8, 2016 — Miami, FL

MarketCounsel Summit

press

May 24, 2016

Global Investor Services and Dynasty Financial Partners Create a Strategic Alliance to Expand Their Global Wealth Platform
Funds Society

The network of independent Financial Advisors, Dynasty Financial Partners announced yesterday that it has formed a [...]

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May 24, 2016

Dynasty Seals Deal With Global Investor Services
Family Wealth Report

The alliance will give GIS advisors access to Dynasty’s investment platform, while helping both firms to grow their [...]

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May 23, 2016

Global Investor Services (GIS) and Dynasty Financial Partners Create a Strategic Alliance to Expand Their Global Wealth Platform
Business Wire

Dynasty Financial Partners, a premier network of independent Financial Advisors, announced today that it has formed a [...]

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May 23, 2016

GIS signs deal to tap Dynasty's investment platform
CityWire

Global Investor Services (GIS) and Dynasty Financial Partners have signed an agreement giving the Florida-based [...]

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