With over a decade of experience supporting independent financial advisors and their clients, we understand that quality and attention to detail matter. Our Brand SWAGger mission is to help you express, promote, and accentuate your brand through expertly curated products – creating more pride in your business and swagger in your brand.
About Dynasty Financial Partners
Dynasty Financial Partners is the industry advocate for independent financial advisors. Our mission is to help these advisors achieve their entrepreneurial dream of building a more successful business defined by their ability to deliver high-quality, customized financial advice to their clients.
We accomplish our mission by being a provider of technology-enabled wealth management solutions and business services for independent financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies.
Are you looking for an independent financial advisor? Learn more about how Dynasty Connect can match you with a wealth manager that can meet your unique needs, supported by Dynasty.
*Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC registered investment advisor.