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

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our network

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

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

learn more
the network effect

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

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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.

events

October 13-14, 2015

Tiburon CEO Summit XXIX

October 21-23, 2015

Dynasty Partners Summit

November 10-13, 2015

Schwab Impact 2015

December 01, 2015

Barron’s Top Women Advisors Summit

press

August 31, 2015

Leading Harrisburg, PA Team Partners with Dynasty Financial Partners to Launch SevenBridge Financial Group as an Independent Advisory Firm - Morningstar.com

Dynasty Financial Partners today announced its partnership with SevenBridge Financial Group, the most recent independent [...]

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August 31, 2015

Leading Harrisburg, PA Team Partners with Dynasty Financial Partners to Launch SevenBridge Financial Group as an Independent Advisory Firm - businesswire.com

Dynasty Financial Partners today announced its partnership with SevenBridge Financial Group, the most recent independent [...]

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August 19, 2015

$500M Barclays Team Goes Indy - On Wall Street

Dynasty Partners' newly formed independent advisory firm Summit Trail Advisors has lured an ex-Barclays team with $500 [...]

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August 19, 2015

RIA Networks Forge New Private Equity Ties - Fundfire

Advisor networks are starting to pick new partners to bring private equity to registered investment advisor (RIA) firms, [...]

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