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.

learn more
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.

learn more

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

February 9-10, 2016 — New York City, NY

Black Diamond Dynasty Bootcamp

March 2-3, 2016 — Miami, FL

SOBE LIVE!

March 21-23, 2016 — Scottsdale, AZ

Barron’s Top Indy Advisors Summit

April 2016 — Philadelphia, PA

Dynasty Peer Connect

May 18-20, 2016 — Chicago, IL

Envestnet Advisor Summit

May 18-20, 2016 — New Orleans, LA

Barron’s Top Independent Women Advisors Summit

press

February 09, 2016

Breakaway Destinations Enter New, More Mature Phase
Financial Advisor IQ

In the first month of 2016, Dynasty Financial Partners, which provides wealth-management infrastructure to new and [...]

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February 09, 2016

Making Financial Advisers and Investment Bankers Better Teammates
Wall Street Journal

“I-bankers look at us as second-class citizens,” a financial adviser from one of the big brokerages recently said to [...]

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February 04, 2016

Practice Management
Financial Planning

The vast majority of financial advisors say that they build their business on referrals, but ask them how many referrals [...]

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February 01, 2016

Wirehouses Gear Up on the Tech Frontier
Think Advisor

With more than $700 million in client assets under advisement, three Merrill Lynch Wealth Management advisors and their [...]

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