Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophist...
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 of the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity. Based in New York, Dynasty Financial Partners is led by a team of executives with extensive experience across all aspects of the wealth management industry and a passion for open-architecture, independence, client advocacy and partnership. We have the highest quality and most comprehensive platform to facilitate the transition of investment advisors to an independent structure, which allows for transparent, unbiased advocacy for their clients. www.dynastyfinancialpartners.com