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

October 24-27, 2016 — San Diego, CA

Schwab Impact 2016

November 2-4, 2016 — Aspen, CO

Dynasty Partners Summit

December 8, 2016 — Washington, D.C

Markets Group, Private Wealth DC Metro Forum

May 3-5, 2017 — Dallas, TX

Envestnet Advisor Summit

June 14-16, 2017 — San Diego, CA

Pershing Insite

press

September 21, 2016

When Advisors Break Away, Cybersecurity Also Gets Broken
Think Advisor

While many larger firms and wirehouses are tied to legacy technology infrastructure, advisors who break away from these [...]

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September 19, 2016

Lisa van Walleghem and Jim Butler III Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners
Funds Society

Two leading global financial advisors - Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III - with previous [...]

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September 14, 2016

Former Merrill Lynch Employees Launch New Firm Through Dynasty
Family Wealth Report

Financial advisors Elizabeth van Walleghem and Thomas Butler have left Merrill Lynch and are partnering with Dynasty [...]

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September 13, 2016

Global Financial Advisors – Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III - Launch MAXIMAI Investment Partners in Partnership with Dynasty Financial Partners
Business Wire

Two leading global financial advisors - Elizabeth (Lisa) van Walleghem and Thomas J. (Jim) Butler III - with previous [...]

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