The power of
supported independence
Across our six locations nationwide, our team of more than 50 industry veterans help launch new firms through their dedication to service, innovation and building strategic business relationships.
Across our six locations nationwide, our team of more than 50 industry veterans help launch new firms through their dedication to service, innovation and building strategic business relationships.
Shirl Penney, President and CEO
Member of the Dynasty Leadership Team
Join our Network of nearly 50 independent firms and we’ll connect you to promote community, collaboration and success.
Dynasty Women's Network
Learn more about Our TeamWe deliver the tools, resources and infrastructure to support your fiduciary responsibilities in a conflict-free environment.
Marcus S Wilson, Senior Vice President, Platform Operations
Member of the Dynasty Client Service Team
"As a strategic partner, Dynasty provides the human and intellectual capital we need to Plan, Protect & Win for our clients. Dynasty’s mission and capabilities fully align with our OFS value proposition: Be Expert and Be Indispensable."
— Frank Zecca, CFP and Managing Director, OFS
Dynasty’s experienced and dedicated Transition Team works directly with you to ensure the timely and successful launch of your new firm. Our detailed, hands-on process guides advisors in all steps involved in transitioning their business. As a result, we see average client movement of the majority of their business within the first 45 days.
With our resources and expertise behind you, we can make your road to independence a successful one.
Our transition process includes:
Our Dynasty: Advisor to CEO platform redefines what is possible in wealth management by helping advisors achieve full independence and deliver a distinctive end-client experience. Our platform offers a sophisticated and comprehensive array of services that support each firm on our Network platform.
Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.
Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.
Dynasty Financial Partners is pleased to announce that Concentus Wealth Advisors is featured in new educational videos about independent financial advisors created by Schwab Advisor Services.
With nearly 50 firms in our Network, we represent more than 160 financial advisors – men and women who thrive in a model that emphasizes independence, business ownership and the flexibility to truly serve their clients’ every need.
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