Dynasty Financial Partners

Congratulations to Tanner Brown of the @UFLKings on becoming the second kicker in @UFLonFOX history to kick a Dynasty, a 60+ yard field goal worth four points. Full UFL Schedule: hubs.ly/Q04hHwL70 Sweepstakes Official Rules: hubs.ly/Q04hHHL_0

This Memorial Day, we honor those who gave everything to protect our independence & to pursue the American Dream. We proudly thank & recognize all the veterans across our Dynasty Network, along with the organizations, families, & loved ones who carry their legacy forward.

If you are a financial advisor thinking about a change, ask yourself: Is friction starting to conflict with your drive? In this DIAL Insights video, Carson Demberger breaks down what drives advisor movement and the tipping point when frustration turns into exploration.

"I wake up bankrupt every day." That's the mentality that builds dynasties. Dynasty Financial Partners is proud to be the Official Wealth Management Partner of the @UFL. UFL Schedule: hubs.ly/Q04hbzDx0 #BuildYourDynasty

Vladimir Voyuts, Director of Engineering, will be part of a conversation at @techtampabay Festival tomorrow, May 20: 'From Pilot to Production: Scaling AI in the Enterprise'. If this is the work that excites you, come find us and join the Dynasty team: hubs.ly/Q04h8Kmx0

Independence is reshaping wealth management. It demands strong leadership and the right resources. Investor Magazine caught up with Justin Weinkle, Chief Financial Officer of @DynastyFP, about the role a fortress balance sheet plays in supporting and scaling a best-in-class platform for independent advisors.

*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

Q1 2026 M&A Market Update Webinar on Friday, May 15, 2026 at 11 a.m. ET. Please join Sam Anderson, Harris Baltch, and Jamie Gardiner, Director of Business Development for an exclusive webinar. Register now: hubs.ly/Q04gt8_00 #wealthmanagement #RIAs #financialplanning

This Mother’s Day, we’re celebrating the women across our Dynasty Community who are building something meaningful.

Celebrating seven years of independence and growth with Helen Andreoli, Joe Powers, Jack Piper, and the entire team at Great Diamond Partners! We look forward to many more years of successful partnership. #wealthmanagement #rias #ria #advisors #financialplanning #fintech

Yesterday at the fourth annual @advisorhubinc Women Advisors Summit, Sam Sullivan, Director of Operations, and Emily Fletcher, Managing Director and Chief Operating Officer at @OpenArcCorp, joined the stage to lead a conversation on Resilient Leadership.

Happy third anniversary to Michael Lehman, Derek Wittjohann, Patrick York, and the entire @premierpath team! We are proud to be your partners and we look forward to many more years of collaboration and growth ahead.

Congratulations to Jason Fertitta and the entire team at @americanaprtnrs on 7 incredible years of independence! We're proud to celebrate this incredible milestone with you all and look forward to many more years of partnership and business growth.

Another exciting week in our partnership with the @TheUFL as Week 5 kicks off. We’ll be watching to see if a Dynasty is kicked this weekend. A 60+ yard field goal gives fans in attendance the chance to win a new car in the Kicking a Dynasty Sweepstakes. hubs.ly/Q04dqdq10

Think financial planning is only for the wealthy? Think again. A plan is not something you earn. It's how you get there. Get matched with an advisor who is right for you through Dynasty Connect: hubs.ly/Q04d8FNv0 #financialliteracy #financialplanning #financialfreedom

On April 30, Karim will take the stage for the panel "Inside the Advisor Channel: How Wealth Firms Evaluate Alternatives Alongside Traditional Investments." If you’re attending and would like to connect, please reach out confidentially using the link: hubs.ly/Q04d2Ht-0

A new wave of breakaway advisors is reframing what it means to go independent, and our Founder and CEO Shirl Penney is breaking it down in his recent @barronsadvisor article. hubs.ly/Q04cZ9S_0

Wishing Harold Williams, George Williams, Grant Williams, and the entire @PrecedentWealth team a happy 3-year anniversary! We're proud to support your incredible journey so far and look forward to even greater success and partnership ahead.

Today we announced a $65M oversubscribed Series B. We believe wealth management is being rebuilt in real time.

Why is it still a bull market for advice—even in volatile markets? Learn how Dynasty Financial Partners is reshaping RIA growth through disciplined M&A, technology, and advisor‑led ownership on Beyond 60/40: icapital.llc/4vvLbbh