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Dynasty Financial Partners

Filed under: Consulting Firm, Specialized Breakaway Service, RIA Set-up Firm

Company info:


What is the service or product you offer to RIAs?

Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform which comprises the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.

How do you differentiate your offering from competitors?

Dynasty delivers an integrated, unparalleled platform of research, technology, product access, and wealth management solutions sourced from the best-of-the-best across the industry. As a breakaway team you can unplug from your existing wirehouse and plug in to Dynasty, gaining immediate access to a better platform for your clients at lower cost.

What else would you like to say about your business?

Every component of Dynasty’s business is designed to ensure that our investment advisor partners are able to protect and grow their clients’ wealth with absolute objectivity. In doing so, Dynasty promotes a true fiduciary relationship between investment advisors and their clients. The quality of Dynasty’s platform and the advisors who utilize it have earned the firm several national referral partnerships — from corporate client groups, CPA firms, investment bankers, and law firms — all of whom view our network of advisors as the most trusted partners in wealth management. Dynasty’s promise to our network of advisors is to be their partner so that they may better serve their clients and build their business. We are constantly searching for new ways to drive new business opportunities into the network.

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