Menu

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

Learn more view bio

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

Learn more about Our Team

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

Learn more about Our Team
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.

video

"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.

View All Services



Dynasty Community

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

Learn More


Dynasty Technology

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

Learn More


Dynasty Finance

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

Learn More


Dynasty Investments

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

Learn More


Dynasty Marketing

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

Learn More


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...

Learn More


Dynasty Practice Management

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

Learn More

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.

View Team

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

video

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.

View Network Map

News

June 24, 2019

Live from Dynasty, Josh talks with Shirl Penney, the Most Disruptive Man in Wealth Management

Who is the most disruptive person in wealth management? It’s not a robo founder. Or an [...]

The Reformed Broker

June 19, 2019

How Do I Target Larger Clients?

How do you equip your firm to target larger clients? How do you do it without having to [...]

Wealthmanagement.com

June 18, 2019

5 Questions with Tony Sirianni

AdvisorHub’s CEO Tony Sirianni sat down with Shirl Penney, President & CEO of Dynasty [...]

AdvisorHub

June 17, 2019

Planning Expansion: Pivotal Planning Group, LLC of Long Island, NY Joins Dynasty Financial Partners Network to Scale Their Business

With Expertise in Financial Planning & Investment Management, Firm Manages $275 Million in [...]

Business Wire

June 21, 2019

What first-round NBA draft picks should do with all that money

Zion Williamson, Ja Morant, RJ Barrett and 27 other young men were first round draft picks. [...]

Financial-planning.com

June 21, 2019

Dynasty Adds Another Wealth Firm To Embrace

Dynasty Financial Partners has partnered with advisory firm Pivotal Planning Group, which is [...]

Family Wealth Report

June 18, 2019

275M RIA Partners With Dynasty Network

Founded in 2000, Pivotal is a four-advisor RIA with offices in Norfolk, Va., and in [...]

FA Magazine

June 17, 2019

How To Enhance Your Credibility As A Sustainable Investing Expert

As more clients ask about ethical investing, advisors seek to establish their bona fides. [...]

Investor's Business Daily

Jenna Bloomgarden, Vice President Relationship Management

Learn more view bio

Connect Now

All information is kept strictly confidential.