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The power of 

supported independence

Our Network Advisors scale their businesses by fully leveraging our strategic resources while fulfilling their clients’ every need.

Shirl Penney, President and CEO
Member of the Dynasty Leadership Team

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The power of 

experience

Across our six locations nationwide, our team of more than 50 industry veterans elevate the success of our network through their dedication to service, innovation and building strategic business relationships.

Ed Swenson Chief Operating Officer
Sally Cates Director of Public Relations and Communications
Shirl Penney President and CEO
Amanda B. Kerley Chief Experience Officer

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The power of 

partnership

With nearly 50 independent firms thriving in our Network, we connect you to promote community, collaboration and continued growth.

Edward C. Swenson, Chief Operating Officer
Brenden Bell, Chief of Staff

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Dynasty is

Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to the valuable resources and industry-leading capabilities through an open architecture platform, enabling our advisors to address their clients’ needs in an objective manner.

We power our advisors through supported independence to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients.

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"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
Service Pillars

Dynasty redefines what is possible in wealth management by helping independent advisors deliver a distinctive end-client experience. Our Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform.

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Dynasty Community

The Dynasty Community reaffirms likeminded independent advisors and their teams that they are independent, but not alone...

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Dynasty Technology

The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities...

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Dynasty Finance

Dynasty Finance and Outsourced CFO empowers an RIA to effectively manage its financial risks with complete confidence in the reporting...

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Dynasty Investments

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer...

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Dynasty Marketing

Dynasty Marketing fully prepares an RIA to strategically manage their brand for communication with clients, partners, prospects, their community and the media...

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Dynasty Compliance

Dynasty Compliance will provide the legal and compliance support for an RIA – from the set-up of a new RIA to the training of a designated CCO...

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Dynasty Practice Management

Dynasty Practice Management shares the responsibility of managing an RIA across all aspects of the business...

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The Dynasty
Team

Our team partners with advisors who run their own RIA, but wish to achieve more by outsourcing and streamlining to improve efficiency.

Together, we create a unique and powerful community that promotes collaboration, partnership, investing in proprietary technology, sharing of best practices, unparalleled access, and scale that ultimately benefit all Dynasty Network firms and their clients.

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About Dynasty

Dynasty is

  • True advisor independence
  • Fiduciary responsibility & client advocacy
  • Customized, institutional-quality platform
  • Open architecture supporting multiple tech solutions
  • Access to leading investment products
  • Extraordinary service & expert advice
  • Buying power of a substantial network
  • Partnership among the industry’s top advisors
number of dynasty network firms
46
number of dynasty network advisors
160+
dynasty network assets under management
$35B+
number of dynasty corporate locations
6
Visit About Us

Concentus Wealth Advisors partners with Dynasty and Schwab Advisor Services

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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.

The Dynasty Network

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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News

August 22, 2019

Dynasty plans 10 more hires for new HQ

The RIA platform is looking to increase its headcount for its new headquarters by year-end. [...]

CityWire USA

August 14, 2019

Florida Expansion: At a Time of Impressive Growth, Wealth Management Firm, Dynasty Financial Partners, Names Justin Weinkle as Chief Financial Officer

Dynasty Financial Partners is pleased to announce that Justin Weinkle has been named Chief [...]

Businesswire

August 08, 2019

Is your firm using the technology you need to succeed?

Think about the technology your firm currently uses. Does it satisfy your client reporting [...]

Investment News

August 05, 2019

Podcast: Future Ready Through M&A

Tune in to explore the latest market insights and innovative ideas from some top [...]

Fidelity

August 19, 2019

Using Insurance to Help Wealthy Clients 'Disinherit the IRS'

Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused [...]

ThinkAdvisor

August 14, 2019

Michelle Smith: Why Diets and Budgets Fail

Women today have so many things to stress about. (Yes, men do as well, but we are going to [...]

Thrive Global

August 07, 2019

Many Suddenly Single Women Are in a ‘Financial Fog,’ Advisors Say

Despite the significant gains that women have made personally, professionally and [...]

Think Advisor

July 16, 2019

Wells Fargo Loses Half a Billion FA to Summit Trail Advisors

Wirehouse Wells Fargo has lost $500 million advisor Michelle Rudd to independent RIA Summit [...]

Financial Advisor IQ

Jenna Bloomgarden, Vice President Relationship Management

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