We would like to congratulate Jack Petersen and the entire Summit Trail Advisors team on nine amazing years of partnership! We are grateful to celebrate this significant achievement with you all and look forward to many more years of growth and success together. Our advisors are independent but not alone. Summit Trail Advisors are #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Dynasty Financial Partners
Financial Services
St Petersburg, Florida 20,253 followers
Unlock Your Independent Future
About us
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
- Website
-
https://dynastyfinancialpartners.com
External link for Dynasty Financial Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- St Petersburg, Florida
- Type
- Partnership
- Founded
- 2010
- Specialties
- Core Services, Investment Platform, Transition Services, Financing, Technology, M&A, TAMP, Capital Markets & Investment Banking, Marketing, Compliance, Practice Management, Business Design & Consulting, and RIA Registration and Licensing
Locations
-
Primary
200 Central Ave
15th Floor
St Petersburg, Florida 33701, US
-
1350 Avenue of the Americas
32nd Floor
New York, NY 10019, US
-
33 N. Dearborn Street
Suite 1160
Chicago, IL 60602, US
-
1050 Battery Street,
Suite 150
San Francisco, CA 94111, US
Employees at Dynasty Financial Partners
-
Jeremy Zoladz
Managing Director at Dynasty Financial Partners
-
Gordon Abel
CMO, Dynasty Financial Partners : Family Guy : Strategic Marketing : Executive Leadership : DEI : Wealth Management : Culture Ambassador : Results…
-
Catherine (Fink) Mitchell
Marketing and Communications Leader | Collaborator | Strategic Planner | Passionate about Strengthening Communities
-
Andrew Marsh
Vice Chairman at Dynasty Financial Partners - Entrepreneurial C-Suite Executive and Board Member | Leadership, Capital Markets, M&A, Change…
Updates
-
In an industry with limited pure-play public comparables and with most firms being closely held by advisors, founders and in some cases, private equity, RIAs are very familiar with the multiple ways to value a business. In this video, Harris Baltch, Head of Investment Bank, shares how his team uses "The Scorecard Approach" in valuation analysis to address subjective elements of an RIA’s value. If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit https://lnkd.in/evPVjyfK. Our team is here to provide personalized guidance tailored to your unique needs. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership
-
Celebrating a decade of partnership and growth! Happy 10th anniversary to Tim Rodgers, CFP®, and all our friends at Nova R Wealth. Here's to ten incredible years and many more to come. Our advisors are independent but not alone. Nova R Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
-
-
We are excited to celebrate a decade of a strategic partnership with Addepar, a leading software and data platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. This collaboration has empowered our growing network of independent financial advisors to make informed decisions and offer their clients a comprehensive view of their portfolios. We look forward to many more years of growth and shared success! Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning
We’re thrilled to mark a decade of thoughtful collaboration and strong partnership with Dynasty Financial Partners, a firm known for empowering independent financial advisors with essential resources to deliver tailored, top-tier financial guidance and outstanding client care. Addepar is proud to be an integrated solution for so many of Dynasty's firms. Here’s to 10 more! Altogether better.
-
-
As our 2024 Analyst Program comes to a close, we reflect on its success in fostering awareness, education, and interest in the wealth management industry among young professionals. Let's hear from some of our analysts, starting with Benjamin Adey and Ella Maguire. Ben is a student at Bates College, working with our Relationship Management and Operations teams. Ella is a student at Florida State University, working with our Marketing and Compliance teams. Thank you for your hard work, collaboration, and contributions across Dynasty and for our Network Partners this summer. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement
-
In his latest feature in Entrepreneur Media, Shirl Penney, Dynasty President and CEO, offers entrepreneurs a valuable perspective on diverse capital strategies to fuel growth, maintain control, and optimize assets effectively. Read More: https://bit.ly/3SsAuo0 Entrepreneurs know that their financial needs go beyond the ordinary. That's why our Dynasty Network of independent advisors, many of whom are entrepreneurs themselves, are uniquely equipped to understand and support your journey. If you're seeking guidance to realize your financial ambitions, let Dynasty Connect pair you with the right independent advisor. Visit www.dynastyconnect.com to learn more. *Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #DynastyConnect #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning
-
-
As the world becomes increasingly interconnected, working with international clientele offers exciting opportunities. Unlike some traditional brokerage firms, independent RIAs may have the flexibility to pursue and retain clients abroad. In this video, Elizabeth Cancelosi, SVP Relationship Manager, shares the critical considerations for advisors looking to expand their services globally. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
-
We are proud to announce our sponsorship of the iconic Del Mar Racetrack in San Diego, CA. This strategic partnership strengthens our brand presence on the West Coast, enhancing not only our brand but also boosting the visibility of our growing Dynasty Network of independent wealth management firms. "Del Mar offers a unique racing experience that attracts fans worldwide," said CEO Shirl Penney. "As we surpass $100 billion in platform assets, this sponsorship will reach new audiences and showcase our Dynasty Connect services to high-net-worth individuals in Southern California." Thomas Jay Kowalchuk, SVP of Dynasty Business Development on the West Coast, and Brendan B., Head of Dynasty Connect, represented Dynasty at Del Mar's opening day last weekend. Our team will be available at select races to discuss the benefits of full independence when partnering with Dynasty and the benefits of working with the right independent financial advisor. We look forward to seeing you in the Dynasty Winners Circle! Read More: https://bwnews.pr/4c2ZIQO For more information on Dynasty Connect, visit www.dynastyconnect.com Our advisors are independent but not alone. Independence is #PoweredbyDynasty *Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC. #wealthmanagement #independentfinancialadvisor #RIAs #financialAdvisor #financialplanning #businessplanning #DynastyConnect #financialadvice #independentRIA #financialservices
-
-
We're celebrating National Intern Day with a purpose. Our amazing Summer Analysts spent the afternoon volunteering at a food pantry, supporting The Kind Mouse organization in their fight against childhood hunger. Benjamin Adey, Axel Aquino, Ethan Charles, Sophia Dupre-Dosanjh, Kaden Hullick, Ella Maguire Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
-
-
Bob Shea, Dynasty's Chief Investment Officer, shares his outlook and comprehensive analysis of the market in Q3 2024. Discover expert perspectives on the economic landscape, market trends, and strategic investments to navigate the quarter ahead. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investments #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #thoughtleadership