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Dynasty Financial Partners LLC

Filed under: Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm

Dynasty Financial Partners LLC logo

Company info:

Shirl Penney
Top executive: Shirl Penney


200 Central Ave

15th Floor

St. Petersburg, Florida, United States, 33701

RIA department info:

Andrew Marsh

Contact: Andrew Marsh



  • Founded in 2010


What is the service or product you offer to RIAs?

Dynasty is a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility and control to better serve their clients. Both established RIAs and advisors looking to go independent partner with Dynasty to access our proprietary resources, integrated WealthTech platform, experienced team, capital strategies, and Community to help provide their clients with personalized wealth management advice. Start an RIA: For entrepreneurial-minded advisors looking for the flexibility of choice and the benefits of ownership, we provide the necessary people, services, technology, and resources to achieve and control your version of full independence. Join an RIA: Accelerate your path to independence and gain efficiency and scale by aligning with a Dynasty Network advisor firm that will power your clients' success and, in turn, your own. Grow your RIA: Increase the enterprise value of your firm and improve your client experience by streamlining operations, utilizing integrated technology, executing growth plans, and providing a broader array of investment solutions. Future-proof your RIA: We prepare advisors to maximize the value of their firm by exploring potential acquirers or creating a succession plan to help ensure a successful outcome for the future of your firm and your clients.

How do you differentiate your offering from competitors?

Dynasty redefines what is possible in wealth management by helping advisors achieve full independence and 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. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to some of the wealth management industry's leading marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership and reduced conflict of interest.

What else would you like to say about your business?

Independence is more than just a transition; it’s a transformation, an opportunity to own what you’ve created and build a legacy you can pass on. With Dynasty Financial Partners, you’ll work with our professional transition team that partners with you before, during and after your launch so you take exactly the right steps at the right time. No roadblocks, no detours, no wrong turns. We’ve perfected the route for our Network, and with our resources and expertise behind you, we can make your journey a successful one.

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