Articles from Dynasty Financial Partners

Dynasty Financial Partners, a leading provider of wealth management solutions for independent financial advisors, is pleased to announce the appointment of Angie Hammond as Head of Human Resources. Hammond will report directly to Marc Hineman, Chief Operating Officer, and will oversee Dynasty’s people strategy, performance management, benefits administration, and compliance in multiple states.

Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding, Mrs. Strawhecker will play a defining role in ensuring smooth and efficient transition experiences for advisors joining Dynasty’s independent wealth management platform.

Dynasty Financial Partners (“Dynasty”) and Nasdaq Private Market (NPM) today announced a strategic partnership that will offer thousands of private company shareholders each year access to industry-leading private wealth management and advisory services. NPM clients will now have direct access, within the NPM SecondMarket® Liquidity Platform, to valuable wealth advisory services via Dynasty Connect, a trusted network of independent registered investment advisors (RIAs) who are highly experienced in meeting the specific needs of private company employees. This partnership will help NPM clients participating in private company secondary liquidity events have access to comprehensive investment and tax planning services to promote better financial futures for them and their families.

Dynasty Financial Partners today announced the formal launch of Model Select, a program designed to enable members of its Network of independent registered investment advisors (RIA) to outsource the investment management to better focus on client engagement and strategic business growth.

Dynasty Financial Partners today announced the results of its annual Dynasty Connect Survey of high-net-worth investor sentiment. The 1,000 respondents, all of whom currently work with financial advisors, each have a minimum of $500,000 in investable assets and were surveyed between July 5 – July 15, 2024. For context, 29% began working with their financial advisors within the past four years, and 27% within the past nine.

Dynasty Financial Partners today announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors and members of its Board of Directors supported the round, as well as three strategic investors, including existing investor The Charles Schwab Corporation and new investors BlackRock and J.P. Morgan Asset Management. All proceeds from the investment round will go directly into Dynasty’s business to enhance its platform which helps its clients build better businesses and take better care of their clients.

Dynasty Financial Partners today announced that MATAURO, LLC (MATAURO) has joined its high quality platform of technology-driven independent wealth management tools and services.

Dynasty Financial Partners today announced strategic changes and additions to its executive team to facilitate innovation, streamline decision-making, and scale its business for future growth.

Dynasty Financial Partners, through its affiliate Dynasty Wealth Management, LLC, is proud to announce its sponsorship of the Del Mar Racetrack in San Diego, California. Founded in 1937 by legendary entertainer Bing Crosby, Del Mar is one of the most iconic horse racing venues in the United States, known for its stunning seaside location and distinctive history.

Dynasty Financial Partners today announced the promotion of Leslie Dentinger Norman to Chief Technology Officer. Previously, Mrs. Norman served as Deputy Chief Technology Officer, responsible for directing the strategy and delivery of the technology solutions used across the Dynasty Network.

Dynasty Financial Partners today announced that it has surpassed $100 billion in platform assets. This milestone is a testament to the quality and character of the 55 independent firms and over 400 advisors that comprise the Dynasty Network. With average assets under management (AUM) per firm of $1.8 billion and average assets per advisor of approximately $250mm, the Dynasty Network represents some of the highest AUM-per-firm and assets-per-advisor ratios in the industry.

Dynasty Financial Partners today announced that Founders Grove Wealth Partners has joined its industry-leading platform of technology-driven independent wealth management tools and services.

Ohio-based DayMark Wealth Partners announced today that veteran financial advisors Thomas Hofstetter and Daniel Baron have joined the firm as the Hofstetter Baron Group of DayMark Wealth Partners.

Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.

In honor of Women’s History Month, Dynasty Financial Partners is proud to unveil The Dynasty Women’s Network (“DWN”) Trailblazer Series, celebrating the women of Dynasty and its Network of firms. By highlighting the unique professional paths forged by several female advisors, the series is meant to inspire women across the industry to become independent financial advisors and CEOs of their independent financial advisory firms.

Dynasty Financial Partners, a leading wealth management platform for independent firms, today announced that industry veteran Tim Oden has joined as an Executive-in-Residence for 2024.

Veteran financial advisors Taylor Hart, Mimi Dunn, and Amy Drinkard announced today that they have engaged Dynasty Financial Partners and Fidelity to launch a newly independent firm called Steadmont Advisors.

Dynasty Financial Partners today announced a partnership with PUREfi Wealth, an independent RIA that became registered in October 2023. PUREfi Wealth is the newest wealth-management firm to leverage Dynasty Financial Partners’ platform of technology-driven wealth management tools and services.

Dynasty Financial Partners today announced additional results of their Dynasty Connect survey of 1,000 high-net-worth participants. Each respondent had a minimum of $500,000 in investable assets and worked with a financial advisor. The survey, which has a 3.1% margin of error, was conducted between April 20 and May 1, 2023, in partnership with Absolute Engagement.

Dynasty Financial Partners today announced that it has named Andrew Marsh as Vice Chairman, reporting to Dynasty Chief Executive Officer and Founder Shirl Penney. In April 2023, Dynasty appointed Mr. Marsh as its first Executive-in-Residence. He worked closely with the Advisor to CEO, program, a proprietary professional development initiative that tailors content and coaching for CEOs in its network of independent registered investment advisors.

Dynasty Financial Partners has named Ron Insana to the new role of Chief Market Strategist. Mr. Insana will join the firm's Investment Committee and the investment committees of Dynasty Network firms. He will, in addition, meet and share insights with financial advisors in Dynasty’s Network and their clients.

Dynasty Financial Partners today announced the results of a Dynasty Connect survey of 1,000 high-net-worth respondents, all of whom work with a financial advisor. The respondents each had a minimum of $500,000 in investable assets. The survey was conducted in partnership with Absolute Engagement between April 20-May 1, 2023, and has a 3.1% margin of error.

Dynasty Financial Partners today announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms.

DayMark Wealth Partners announced today that T. Rodney Twells, Andrew Sikorovsky, and Joseph Schmidt have joined the firm as the Compass Group of DayMark Wealth Partners. The team includes Kimberly Fitzgerald (Senior Director - Client Relations), Jacquelyn Gibbons (Director - Client Relations), and Karen Suskowicz (Director - Client Relations).

The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced today that they have launched Premier Path Wealth Partners, an independent RIA.

Ernst & Young LLP (EY US) today announced that Shirl Penney of Dynasty Financial Partners was named an Entrepreneur Of The Year® 2023 Florida Award finalist. Now in its 37th year, Entrepreneur Of The Year is one of the preeminent competitive business awards for transformative entrepreneurs and leaders of high-growth companies who are building a more equitable, sustainable and prosperous world for all.

Dynasty Financial Partners announced today the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice for independent wealth management firms inside and outside the Dynasty Network as well as for other types of firms that are in need of independent and objective strategic advice in the wealth and asset management industry.

Veteran financial advisors and brothers — Harold Williams and George Williams — along with Grant Williams (Harold’s son) announced today that they have partnered with Dynasty Financial Partners to launch a newly independent firm called Precedent Wealth Partners.

Dynasty Financial Partners today announced that the firm has begun working with Andrew Marsh, a Canadian entrepreneurial executive, and Founder of Richardson Wealth (formerly Richardson GMP).

DayMark Wealth Partners announced today that Jacob Krecic (Managing Partner), Justin Fitchko (Managing Partner), and Martin Hopkins (Senior Managing Director) will be joining the firm. They are accompanied by Kristine Cameron, Stephanie Gordon, and Justin Michlovic, all Directors – Client Relations. They will all operate from DayMark’s two newest office locations in Westlake and Pepper Pike, OH.

Dynasty Financial Partners today announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St. Petersburg, Florida. Founded in 2015, TruClarity is a leading solution for U.S. financial advisors seeking independence. Since its inception, TruClarity has guided dozens of financial advisors to successful breakaway outcomes.

Dynasty Connect — a service of Dynasty Financial Partners through its affiliate, Dynasty Wealth Partners, LLC — is proud to announce its support of Anna Leigh Waters, the world’s top-ranked professional women’s pickleball player.

Dynasty Financial Partners has today announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver wealth planning and risk protection products and services calibrated to the needs of ultra-high-net-worth families.

Summit Trail Advisors announced the addition of Jonathan Lewis to the Investment Team as Head of Sustainable Investing and Chief Portfolio Strategist.

Dynasty Financial Partners (“Dynasty”) today announced the company has closed a minority private capital raise, adding Abry Partners (“Abry”) and The Charles Schwab Corporation (“Schwab”) as new minority investors. Several of Dynasty’s existing investors and directors of the board have invested additional capital alongside Abry and Schwab in the round. Additionally, several firms in the Dynasty Network have invested in Dynasty as part of an ‘equity swap’ program that has been launched concurrent with the round.

Nilsine Partners announced today that Dan Weeks, CFP®, CFBA, CFWA has joined the firm as Senior Advisor, Managing Director. He is accompanied by Jenny Boyle, Client Relationship Manager. They will both operate from the firm’s headquarters in Greenwood Village, Colorado.

Dynasty Financial Partners today announced that the firm has named Bob Shea to a new role as Chief Investment Strategist and has also taken a new ownership stake in FCF Advisors. FCF Advisors is a boutique Asset Management firm and Index provider based in NY, specializing in free cash flow focused research and investment strategies.

Financial advisor Jim Martin and a team of four professionals today launched a new multi-family office and investment firm called Nordwand Capital in Radnor, PA with a presence in New York, NY and Boston, MA.

Boulevard Insurance Strategies announced today the addition of new member and industry expert, Mark Hyman.

Venture Visionary Partners is pleased to announce the firm’s Founder and Chief Executive Officer Craig Findley received the number one spot on Advisor Hub’s “Advisors to Watch” ranking.

Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution that will give them the ability to invest in venture capital funds on behalf of their clients.

Dynasty Financial Partners today announced its partnership with DayMark Wealth Partners, the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms.

Dynasty Financial Partners announced today that independent firm Ascent Wealth Partners has rejoined the Dynasty Network. Ascent Wealth Partners has $1 billion in client assets.

Ahmie Baum, Founder and CEO of Interchange Capital Partners announced today that they are expanding the firm with the addition of leading wealth advisor Ken Chapel CFP®, RICP®. Interchange Capital Partners is a member of the Dynasty Financial Partners’ Network of independent advisory firms.

A Philadelphia financial planning team announced today that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth.

Steve Tenney, CEO of Great Diamond Partners announced today that Helen Andreoli has been named President in addition to her existing role as Chief Financial Officer of the firm. Andreoli has been with Great Diamond Partners since their launch on May 9th, 2019, and played a critical role in the firm’s transition to the independent space. Great Diamond Partners is a member of the Dynasty Network of Independent Advisors.

Dynasty Financial Partners announced today that Sean Lindenbaum joined the firm as Director of Network Development, Southeast Division.

Dynasty Financial Partners announced today that they will be implementing an End Client Referral Program called Dynasty Connect in the near future. Through the program, high-net-worth individuals across the U.S. will be able to contact Dynasty to connect with an independent financial advisor. Dynasty has over 300 independent financial advisors on its platform located across the country.

Leading wealth partners Bryan Sweet, Ty Totzke, Oliver Kollofski, Brittany Anderson and the Sweet Financial Partners team today announced that they have joined the Dynasty Financial Partners Network of independent wealth management firms with offices in Fairmont and Jackson, Minnesota. Mr. Sweet, Mr. Totzke, Mr. Kollofski and Mrs. Anderson joined the Dynasty Network after leaving Raymond James. Their team previously managed $875 million in client assets.

Dynasty Financial Partners and MIT Sloan School of Management announced today that they are launching an executive education program exclusively for fully independent advisors leading RIAs. Entitled the "Advisor to CEO Program," the hallmark of the offering is a three-day event scheduled for May 2022 on MIT’s campus in Cambridge, Massachusetts.

A Colorado Springs financial planning team announced today that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm called Intergy Private Wealth.

Leading wealth advisors R. Scott Bills, Brett R. Bills, Teresa L. Friess, Aaron P. Seeman and Joshua P. DeLoach announced today their partnership with Dynasty Financial Partners to launch Nilsine Partners. The group of advisors launched their new RIA after leaving Merrill Lynch. Nilsine Partners previously managed $1.75 billion in client assets.

Owners of independent RIAs would gladly face the challenges of breaking away again to secure the benefits they enjoy today.

Dynasty Financial Partners announced today that two financial technology executives have joined the firm. Frank Coates has been named Chief Technology Officer and Taylor Howard has been appointed to the new position, Chief Digital Officer.

Leading wealth advisors Christian Habitz and Sarah Damsgaard today announced that they have partnered with Dynasty Financial Partners to launch The Invictus Collective. Mr. Habitz and Ms. Damsgaard previously oversaw in excess of $1 billion of assets under advisement.

CT-based Procyon Partners today announced that they have partnered with leading independent advisory firm Pivotal Planning Group, LLC. Both Procyon Partners and Pivotal Planning Group, LLC are members of the Dynasty Financial Network of independent advisors. The two firms are merging under the Procyon Partners’ brand.

Dynasty Financial Partners today announced that, effective immediately, Rebecca Zeitels Alcalay will become a Member of the Board of Directors of Dynasty Financial Partners.

Leading wealth advisor Michael Henley, Founder & Chief Executive Officer and Private Wealth Advisor of Brandywine Oak Private Wealth, announced today that veteran advisor Lisa Quadrini is joining the firm as a Partner and Private Wealth Manager. She joins Brandywine Oak from the Private Bank of Wells Fargo Advisors where she was a Managing Director. Brandywine Oak has $1 billion in client assets under advisement (AUA).

Dynasty Financial Partners is proud to announce their support of Sebastien Bourdais, one of the most successful drivers in the history of American Championship car racing & a resident of St. Petersburg, Florida.