Investor Magazine

For many investors, the most difficult hurdle isn’t building wealth, it’s spending it. We sat down with Mac Cramer, CFP®, CRPC™, to learn how a well-designed plan empowers clients move past hesitation and embrace guilt-free spending. Mac Cramer, CFP®, CRPC™ is a Senior Vice President and Senior Wealth Management Advisor at @OpenArcCorp. Investor Magazine | Real Advisors. Real Insight.

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.

Brittany Hartnett, CFP®, CRPC™, SE-AWMA™ sat down with Investor Magazine to answer the question, "What is Holistic Planning?" Brittany is a Principal Partner and Senior Wealth Management Advisor for @OpenArcCorp You can also find Brittany's recent article in Investor Magazine where she covers the topic in even great detail. lnkd.in/ecgXBWvc We appreciate your thought-leadership Brittany Hartnett, CFP®, CRPC™, SE-AWMA™. Investor Magazine | Real Advisors. Real Insight.

It’s official. The Investor Magazine app is LIVE on iOS and Android. We built the app to give investors instant, one-tap access to real insight from some of the most respected advisors in the country. Go get it now on the Apple App Store and Google Play Store. Download HERE apps.apple.com/us/app/investo…

Most investors are familiar with the concept of capital gains taxes, but fewer actually understand how they work. Investor Magazine contributor Nick Molinari, CRPC™ provides a simple, straight-forward explanation that every investor can understand. Nick serves as a Managing Director and Wealth Management Advisor for @OpenArcCorp Advisory.

The best advisors don’t simply manage client assets. They help clients stay disciplined in uncertain markets. In our recent visit to @OpenArcCorp Advisory, we sat down with Wealth Management Advisor Kathryn Bohr to discuss the importance of staying disciplined, particularly when markets show signs of uncertainty.

We caught up with Charlie Corkery, CFP® of @PUREfiWealth to discuss the most important aspects of an advisor relationship. Investor Magazine | Real advisors. Real insight.

Our Founder & CEO, Shirl Penney, sat down w/ Steve Holland, Founder & Editor-in-Chief of @MyInvestorMag, for the publication’s inaugural interview, offering an in‑depth look at his personal journey & the founding of Dynasty Financial Partners. Watch now: hubs.ly/Q042b82g0.

As part of our February feature on Shirl Penney, we had the privilege of speaking with Matt Kilgroe, President & CEO of Cyndeo Wealth Partners - @cyndeowp For nearly three decades, Matt led advisory teams at Merrill Lynch and UBS Financial Services before making the leap to independent wealth management. His decision to go independent wasn't just a career shift. It was a fundamental reimagining of how to serve clients at the highest level. Matt shared valuable insight into what that transition has meant for @cyndeowp and the families they serve. The freedom to choose the right solutions without constraints. The ability to build culture intentionally. The clarity that comes from operating with true fiduciary alignment. His perspective offers a rare window into the "why" behind one of the industry's most significant movements. We're grateful for Matt's candor, his time, and his willingness to share what independence really means for the client. 🎬 Investor Magazine | Real Practitioners | Real Perspective

Our full interview with Shirl Penney, CEO @DynastyFP Full interview 🔗 youtu.be/lrFyh8-zmCI?si…

FULL INTERVIEW NOW LIVE! 🔥 Building a Dynasty: Shirl Penney and the Future of Wealth Management It was an incredible honor to sit down with ThinkAdvisor’s 2025 “CEO of the Year” and EY’s “Entrepreneur of the Year”, Shirl Penney for an exclusive Investor Magazine interview. We discussed hardship and homelessness growing up to eventually building Dynasty Financial Partners supporting more than 600 independent advisors and over 135B in assets. We took a detailed look at Shirl's personal life, and love for all things family and concluded with a question Shirl has NEVER been asked. Honored to have Shirl in the spotlight for our inaugural feature. Full Interview🔗 youtube.com/watch?v=lrFyh8…

In his inaugural piece for Investor Magazine, Paul Simons, Founder and CEO of @PUREfiWealth, breaks down why independence isn't just an advisor's business model, it's built with the client in mind. 📩 Read Paul's full perspective here. investormagazine.com/why-clients-de… Investor Magazine | Real advisors. Real insight.

This week, the Investor Magazine team wrapped up a multi-day shoot with one of Wealth Management's most influential figures, @shirl_penney at @DynastyFP . Look for the full feature early 2026.

Behind the scenes, there’s an incredible amount of thought, creativity, and precision that goes into building Investor Magazine. From developing our identity and editorial direction to filming stories that capture the heart of the wealth management industry, every detail matters. We’re not just creating another publication. We’re building a platform that gives investors access to the real voices shaping wealth management - top advisors, tax professionals, and executive leadership bringing substance, not sound bites. The energy behind this project is electric. The team, the collaboration, the vision... it’s all coming together. This is only the beginning.