At a Glance
  • Join a Community of successful, entrepreneurial investment advisors who have chosen Dynasty Financial Partners to launch, grow, or join one of our Network RIA firms
  • Access our fully customized, open-architecture platform to further scale your busines
  • Own and control 100% of your business, we provide synthetic scale for operational efficiency
  • Collaborate with our Network of 300+ independent advisors representing over 45 firms that manage over $51b in assets
  • Drive increased profitability and up-level your client service and relationships
  • Engage with our Network of Advisors to better educate employees and collaborate on business growth ideas

Dynasty Business Model Overview

With Dynasty President and CEO Shirl Penney

The Power of Independence Supported by Dynasty

Dynasty redefines what is possible in wealth management by partnering with advisors to achieve full independence and deliver a distinctive end-client experience. Our experienced team becomes an extension of your business and creates synthetic scale that provides a sophisticated and comprehensive array of services that support all facets of your business.

Dynasty Capital Strategies

Access liquidity without giving up control of your business. Create an optimal capital structure to launch your business, find a strategic acquisition, execute a succession plan, introduce a new initiative, or monetize your ownership stake. Dynasty offers flexible capital solutions to expand, scale, and grow your business while maintaining full equity control.

Dynasty Financial permanent-capital-icon


Flexible Equity Financing

  • Monetize a portion of your growth at an attractive market multiple
  • Repurchase or refinance options available
  • 5-year minimum term
  • No restrictions on uses of capital
Dynasty Financial credit-capital-icon

Flexible Debt Financing

  • Access up to 50% of trailing 12 months revenue
  • Covenant-lite terms with no restrictions on uses of capital
  • Up to 6-year terms with flexible first-year interest only option available
  • Competitive fixed rates with no prepayment penalty

Additional Resources

We feel these are helpful resources for those who are exploring independence.

Powering Independence Resource Center

Considering a move to independence? Already balancing the complexities of leading your own RIA? If so, you know the path can be difficult to navigate alone. To support you, we’ve created a platform of useful tools, videos, insights and advice. We invite you to take a look at Dynasty’s exclusive, curated resource center for Powering Independence.

Dynasty Financial podcast-thumbnail

Powering Independence Podcast

A podcast dedicated to presenting best ideas and practices for the wealth management industry. What are the challenges your firm is going to have to address to become one of the leading firms in the wealth management industry?

Dynasty Financial roadmap-thumbnail

20 Step Roadmap to Independence

Independence is more than just a transition. Download our 20 Step Roadmap to Independence to see the key milestones in launching a successful RIA