Today marks four years since your launch to full independence! Happy four-year anniversary to Lawrence Durso, Michael Durso, CFA®, Michael Lombardi, CFP®and all our friends at ShoreHaven Wealth Partners. We look forward to many more years of growth and a rewarding partnership together. Our advisors are independent but not alone. ShoreHaven Wealth Partners is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
Dynasty Financial Partners
Financial Services
St Petersburg, Florida 20,159 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
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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
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Primary
Get directions
200 Central Ave
15th Floor
St Petersburg, Florida 33701, US
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1350 Avenue of the Americas
32nd Floor
New York, NY 10019, US
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33 N. Dearborn Street
Suite 1160
Chicago, IL 60602, US
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1050 Battery Street,
Suite 150
San Francisco, CA 94111, US
Employees at Dynasty Financial Partners
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Jeremy Zoladz
Managing Director at Dynasty Financial Partners
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Gordon Abel
CMO, Dynasty Financial Partners :: Strategic Marketing :: Executive Leadership :: D&I :: Wealth Management :: Culture Ambassador :: Family Guy
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Catherine (Fink) Mitchell
Marketing and Communications Leader | Collaborator | Strategic Planner | Passionate about Strengthening Communities
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Andrew Marsh
Vice Chairman at Dynasty Financial Partners - Entrepreneurial C-Suite Executive and Board Member | Leadership, Capital Markets, M&A, Change…
Updates
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Financial Advisor Magazine recently featured Dynasty's Advisor to CEO program, led by Casey Jorgensen, CFP®, WFAA, RCC™, Head of the Dynasty Institute for Adaptive Leadership. This program aims to bridge the educational gaps for financial advisors stepping into the CEO role. Learn more about how we're empowering advisors with the skills they need to lead effectively. https://bit.ly/3Wq0PFV Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Just Released: DIAL's Q2 2024 Industry Trends and Dynasty Guidance Report Discover insights and expert recommendations from the Dynasty Institute of Adaptive Leadership, designed to help our growing Network of fully independent advisors leverage the latest trends in the wealth management industry. This past quarter, we covered the following insights: - Preserving What Keeps Your RIA Special as You Grow - Onboarding International Clients - Where are RIAs in the Innovation Cycle? - DOL Fiduciary Rule Update Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
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Reflecting on this year's Dynasty Partners Summit, we've contemplated the RIA industry's position in the innovation cycle. Elizabeth Cancelosi, SVP Relationship Manager highlights how RIAs have disrupted traditional models. Yet, the journey to national recognition and becoming the preferred choice for top talent lies ahead. As we navigate this phase, envision your RIA as a national brand. Strategize on marketing, expand thoughtfully, Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership
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Special thanks to Charles Schwab for having Andrew Marsh, Dynasty Vice Chairman join their recent webcast hosted by Adam Schwartz, Director of Enterprise Business at Schwab. Andrew participated in a Q&A panel alongside Scott Cohen, Director of Business Start-Up Consulting at Schwab Advisor Services, and Brandon Kawal of Advisor Growth Strategies to answer the 5 key things advisors should consider when exploring the independent model. Watch the recording here: https://bit.ly/3VNbIBa Our advisors are independent, but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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What an amazing milestone! Happy twelve-year anniversary to Michael Rose, CFP® and all our friends at Rose Capital Advisors. We wish you and the team all the best and we look forward to celebrating many more accomplishments and years of a successful partnership together. Our advisors are independent, but not alone. Rose Capital Advisors is powered by Dynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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This week, we welcomed our friends and business partners from Charles Schwab to our Dynasty headquarters in sunny St. Pete. During our strategic planning meeting, we focused on strengthening our partnership to better support the continued growth of our Dynasty Network Partners. Thank you to all who came out and spent time with us: Carson Booras, Andrew Magnus, CFP®, Chris Crawford, Chris Reedy, Adam Schwartz, Barry Nicholson, Hank Soluk, Jeff Bottorff, Scott D'Alessandro, Paul DiGiallonardo, Mark Wittenstein, Chris D'Angelo, Liz Manibay, Lauren Eilberg, Julie Harrington Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Today marks a significant milestone at Dynasty Financial Partners as we celebrate surpassing $100 billion in platform assets. Read the full article and disclosures here: https://bwnews.pr/4617QQo As pioneers in disrupting the traditional wealth management industry, we reflect proudly on our achievements throughout 14+ years and reaffirm our gratitude and commitment to empowering our growing Dynasty Network of fully independent financial advisors to build better businesses and better serve their clients. Together, we remain steadfast in our mission of enabling advisors to be Independent but Not Alone™. Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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Today we wish Bruce K Lee, Joseph Polakoff, and all our friends at Keebeck Wealth Management a happy sixth anniversary! The Dynasty team is proud to support you in the growth of your business. We look forward to celebrating many more years of a rewarding partnership together. Our advisors are independent, but not alone. Keebeck Wealth Management is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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In the latest installment of Entrepreneur Media Magazine's "An Entrepreneur's Guide," Shirl Penney, Dynasty President and CEO, provides his insight on balancing the demands of entrepreneurship with maintaining a thriving family life, highlighting the dedication and sacrifices involved. https://bit.ly/4bDL3LI If you are an entrepreneur looking for guidance to help ensure the future of your family's financial well-being, 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 powered by Dynasty. #DynastyConnect #entrepreneur #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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