Dynasty Financial Partners

The future of advisor support roles is evolving, and Casey Jorgensen, CFP®, WFAA, RCC™, Director of Relationship Management and Head of DIAL at Dynasty, is leading the conversation next week at AdvisorHub's Women Advisors Summit. In the session “From CSA to RM,” Casey will discuss how Client Service Associates (CSAs) are evolving from support roles to strategic, client-facing positions and how firms can build clear, inclusive pathways to support their growth and long-term success, especially for the women who often fill these roles. Sally Cates and Carson Demberger will also be representing Dynasty on-site at the conference. If you’re attending and would like to connect, reach out confidently using the link below. https://lnkd.in/eewburpR Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #AdvisorHub #WomensSummit #RIA #wealthmanagement #financialadvisors #careerpathways #independentadvisor #clientexperience #leadershipdevelopment #PoweredByDynasty

We’re proud to celebrate thirteen exceptional independent advisors from eleven firms across our growing Dynasty Network who have been named to the Forbes 2025 Best-in-State Wealth Advisors list. This recognition reflects their dedication, expertise, and the strong relationships they’ve built with their clients. We’re privileged to support them on their journey as they continue to set the bar high for excellence in wealth management. View the full list here: https://lnkd.in/ez9KSWuE Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty *Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

RIA M&A activity remains strong in 2025, and certain states and firms are emerging as clear leaders. In this video, Harris Baltch, Co-Head of Dynasty Investment Bank, shares insights on where deal flow is accelerating and what’s driving momentum across the industry. From California’s concentration of wealth to Texas’s pro-business environment, discover what’s fueling growth across the industry and how leading firms are positioning themselves to scale. Thinking about M&A as part of your growth strategy? Get expert guidance at DynastyInvestmentBank.com. *Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership

Just Released: DIAL's Q1 2025 Industry Trends and Dynasty Guidance Report. Discover insights and expert recommendations from the Dynasty Institute for Adaptive Leadership, designed to help our growing Network of fully independent advisors leverage the latest trends in the wealth management industry. For this past quarter, we covered the following insights: - 2025 Advisor Fast Facts - A snapshot of key industry data - Capacity Check - Measure your firm's operational potential - From Back Office Support to Front Office - The CSA to RM career path - Venture Wisely - Smart strategies for launching new business lines - Succession Blueprint - How to build with the end in mind Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership

In today's dynamic market environment, diversification and expert guidance are paramount. Bob Shea, Dynasty Chief Investment Officer, delves into how alternative investments and OCIO solutions can provide advisors with the tools to enhance client outcomes on InvestmentNews. Watch the full discussion here: https://lnkd.in/ekqD-Hia Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). Dynasty is a brand name, and functions through Dynasty’s wholly owned subsidiary, Dynasty Wealth Management, LLC, (“DWM”) a registered investment adviser with the Securities and Exchange Commission, when providing investment services. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #practicemanagement #businessmanagement #thoughtleadership

Wishing a joyful and meaningful Passover to all who celebrate. From all of us at Dynasty Financial Partners, may this season of renewal bring peace, hope, and time well spent with loved ones.

At Dynasty, we believe that when financial advisors are empowered to build businesses on their own terms, their clients and the entire industry benefit. This recent piece from Sally Cates, Dynasty's Head of PR and Communications, in Wealth Solutions Report highlights a growing number of women advisors doing just that—charting their own course and creating firms that reflect their values, vision, and goals. We're proud to support independent-minded leaders who are shaping the future of wealth management. Read more: https://lnkd.in/gGP6UmaV Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty #womeninwealth #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

AI is no longer a future concept, it’s a present-day advantage for advisors ready to lead. Frank Coates, Executive in Residence at Dynasty Financial Partners, will take the stage at Barron's Advisor Teams Summit in Los Angeles to explore how AI is transforming the way advisors serve their clients and run their businesses. In the session, “The AI Advantage: Transforming Your Practice to Strengthen the Client Experience,” industry leaders will discuss how technology is driving personalization, efficiency, and scale in modern wealth management. Frank will be joined by Justin Samples CRPC™, AWMA℠ from Fulcrum Wealth Management Group, C. James Taylor from Morgan Stanley Private Wealth Management, and moderator Shannon Reid from Raymond James Financial Services for a forward-looking conversation on what’s next for the advisor-client relationship. Our advisors are Independent but Not Alone™. Independence is #PoweredByDynasty. #FinTech #AI #Automation #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

We are excited to celebrate one year of independence with Stephen Davis, CFP®, ChFC®, APMA™, Neal Carroll, CFP®, CPWA®, CPFA®, Ashley Davis, CPA®, CRPC®, H. Alan Ward, and the entire Fairvoy Private Wealth Team. This past year has been defined by incredible milestones, strong partnerships, and remarkable growth. Here's to an exciting journey ahead - together. Our advisors are Independent but Not Alone™. Fairvoy Private Wealth is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Looking forward to a productive few days in St. Louis, meeting with advisors interested in learning about the #fully independent RIA model supported by Dynasty Financial Partners. Please feel free to reach out directly. 312.898.8896