Dynasty Financial Partners

Dynasty Financial Partners provides an integrated platform and comprehensive services for independent financial advisors. It offers a technology-enabled turnkey middle-office solution, including consulting and capital strategies. This empowers advisors to establish, grow, and manage their independent registered investment advisor (RIA) firms, streamlining operations and offering advanced investment platform access.

Shirl Penney founded Dynasty Financial Partners in 2010. He observed a market shift toward independent, fiduciary advice and a crucial gap in integrated support for RIAs. Penney's insight was to build a technology-driven platform, giving independent advisors robust resources previously exclusive to larger institutions, fostering their entrepreneurial drive.

Dynasty primarily serves independent financial advisors, from those transitioning to independence to established RIAs seeking growth or succession. The company aims to be a vital partner, helping advisors professionalize and expand their practices. Dynasty envisions powering sophisticated, independent advisory firms nationwide, advancing the wealth management industry through advisor autonomy.