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ADVISOR SUPPORT PLATFORMS Registered Investment Advisors (RIAs)
DYNASTY FINANCIAL PARTNERS
The transition journey is one of the most critical times during an advisor’s move to independence. Dynasty Financial Partners has spent the last 12 years building and refining our Transition Process to provide a proprietary combination of integrated solutions. Our comprehensive and proven transition process guides advisors in all steps involved in transitioning their business and building their new brand. The Dynasty Transition team has built a propriety project management system Transition to Independence
to use a technology platform to assist in managing a launch. A dedicated quarterback and project manager are assigned to each transition. This technology, combined with white-glove service from our team of seasoned experts, offers our partners a business solution that ensures a successful launch of their new firm.
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture WealthTech platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynastyfinancialpartners.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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