Dynasty Financial Partners

Dynasty Financial Partners Dynasty Financial Partners is a premier WealthTech platform for independent financial advisors.

07/20/2026

We're kicking off our 2026 Dynasty Summer Analyst Spotlight series with Aidan Blake and Aidan Griffin.

Aidan Blake, a rising senior at the University of Delaware, spent the summer with our Technology team, building analytics solutions designed to create value well beyond his internship experience.

Aidan Griffin, a rising junior at Seton Hall University, immersed himself in Dynasty's Investments platform, gaining hands-on experience and learning from professionals across the firm.

Watch to see what surprised them most this summer, the lessons they'll carry forward, and the advice they'd share with next year's analyst class.

Last month at our quarterly town hall, we wrapped up another round of the Dynasty Culture Coin and announced our next gr...
07/17/2026

Last month at our quarterly town hall, we wrapped up another round of the Dynasty Culture Coin and announced our next group of recipients. The Culture Coin brings team members together across the firm, building connections that go beyond the day-to-day.

Cheers to fourteen incredible years with Michael Rose and the entire Rose Capital Advisors team. It's been an incredible...
07/13/2026

Cheers to fourteen incredible years with Michael Rose and the entire Rose Capital Advisors team. It's been an incredible journey of collaboration and shared achievements, and we're honored to be a part of it.

Yesterday, the Dynastars Culture Committee surprised the team with an ice cream truck visit, bringing everyone together ...
07/10/2026

Yesterday, the Dynastars Culture Committee surprised the team with an ice cream truck visit, bringing everyone together for a well-deserved summer treat. The afternoon provided an opportunity to step away from the day-to-day, connect with colleagues, recharge, and enjoy time together as a team during the summer season.

Happy 8th anniversary to Bruce Lee, Joe Polakoff, and the entire Keebeck Wealth Management team. It’s been an incredible...
07/09/2026

Happy 8th anniversary to Bruce Lee, Joe Polakoff, and the entire Keebeck Wealth Management team. It’s been an incredible journey building alongside you, watching your vision come to life and your business thrive. We’re proud to be your partner and look forward to seeing what the future holds for you and your clients.

What does independence actually look like once it's real? In a recent Barron's Advisor feature, our Founder and CEO Shir...
07/08/2026

What does independence actually look like once it's real? In a recent Barron's Advisor feature, our Founder and CEO Shirl Penney spoke with four advisors across the Dynasty Network about the moments that transformed independence from an idea into reality and the lessons they learned along the way.

Their stories are unique, but each reflects the entrepreneurial spirit that inspires independent advisors to build firms aligned with their values, culture, and commitment to serving clients.

Thank you to Phil Fiore of Procyon, Jason Stephens of Evertern Wealth, Stephen Davis of Fairvoy Private Wealth, and Helen Andreoli of Great Diamond Partners for sharing their stories.

Read the full article and discover how independence continues to shape the future of wealth management: https://hubs.ly/Q04nYhjf0

Learn more about the independent advisors and firms in our Dynasty Network at https://hubs.ly/Q04nYc4t0.

Most successful professionals have built wealth through years of hard work and disciplined decision-making. Yet many sti...
07/07/2026

Most successful professionals have built wealth through years of hard work and disciplined decision-making. Yet many still rely on fragmented financial advice, in which advisors operate in silos and no one looks at the full picture.

In his latest Entrepreneur article, Founder and CEO Shirl Penney examines how the rise of independent RIAs has transformed wealth management and why coordination across every aspect of a client's financial life matters more than ever.

Read the full article: https://hubs.ly/Q04nM74j0

Exclusive Webinar: What's Driving RIA M&A Deal Volumes to All Time Highs in 2026 | Thursday, July 9, 2026 at 1 p.m. ETRe...
07/07/2026

Exclusive Webinar: What's Driving RIA M&A Deal Volumes to All Time Highs in 2026 | Thursday, July 9, 2026 at 1 p.m. ET

Register now: https://hubs.ly/Q04nMn-00

Join Harris Baltch, Managing Director and Co-Head of Dynasty Investment Bank, and Ben Harrison, Managing Director and Head of Client Coverage at BNY Pershing, as they cover the following topics:

• Learn about the current state of the RIA M&A market
• How an RIA custodian can influence a positive experience for a buyer and seller
• What are the key valuation drivers and what can sellers really expect from buyers
• Which firms are winning at M&A deals and why
• Discussion of key steps to prepare for the M&A journey

*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.

07/01/2026

For 250 years, one idea has defined this country: the freedom to choose your own path. It is a belief that shaped our nation and continues to guide those building something of their own today.

At Dynasty Financial Partners, we see that same spirit in every independent advisor who steps away from legacy models to create something better, for themselves and for their clients. Independence is a choice. It is a responsibility. And it is what allows advisors to build businesses that reflect their values and put clients first.

As we honor those who fought to preserve these freedoms, we also recognize the entrepreneurs across our Dynasty Network who carry that legacy forward every day.

In recognition of this milestone, Dynasty and the Penney Family Foundation are proud to support Folds of Honor, Travis Mills Foundation, and Camp Southern Ground for their work serving veterans, families, and communities across America.

If you believe what we believe, it is time to Declare Your Independence.

Address

200 Central Avenue
Saint Petersburg, FL
33701

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12123731000

Website

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