Dynasty Financial Partners

About Dynasty Financial Partners

Dynasty Financial Partners is dedicated to empowering independent financial advisors by providing resources, technology, and support to help them achieve full independence, build better businesses, and serve their clients more effectively through personalized wealth management advice.

Products & Services

Start an RIA:Offers transition services, compliance platform, marketing expertise, business solutions, capital strategies, and a proven process to achieve full independence.

Grow or Scale Your RIA:Enhances business enterprise value and client experience with integrated operations, technology, growth plans, and investment solutions.

Join an RIA:Helps create a differentiated client experience by gaining efficiency and scale through joining a Dynasty Network advisory firm.

Monetize Your RIA:Assists in evaluating acquisition and succession opportunities while improving firm efficiency and valuation.

Dynasty Delta:A strategy to maximize firm efficiency, profitability, and growth, increasing firm valuation.

Dynasty Connect:A platform to connect investors with independent advisors for personalized wealth management.

Investment Bank:Provides financial advisory services for advisors and firms.

Brand SWAGger:An online store offering customizable merchandise to elevate and amplify a firm's brand.

Specialties

Wealth Management Independent Advisory Services WealthTech Platform Capital Strategies Compliance and Transition Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 125000000 MR: - FA: 125 million FAN: 125000000	D: 2025-09-29 FD: 2025-09-29	4 investors

Debt Latest

2025-09-29

$125.0M

4 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

S

Shirl Penney

President and CEO

J

Justin Weinkle

Chief Financial Officer

J

Jonathan Morris

Executive in Residence

S

Shawn Shook

General Counsel

M

Marc Hineman

Chief Operating Officer

A

Andrew Marsh

Vice Chairman and Head of Core Services

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