Dynasty Financial Partners

Members of the Dynasty Community gathered at this year's US Open for an afternoon of exceptional tennis, insightful discussions, and relationship-building with peers from across the Network. Events like these showcase the strength of our Community and the connections that help drive ideas, collaboration, and growth across the Network. Thank you to all of our partners and guests for joining us.

Happy three-year anniversary to Dane Crunk and the entire Eight 31 Financial team! Your continued growth and dedication to delivering exceptional client outcomes reflect the strength and vision of your firm. We’re proud to support your journey.

Happy Labor Day weekend to all our Dynasty Network Partners, Team Members, Strategic Resource Partners, Board of Directors, and the families and friends who support their growth and success.

We're grateful for your trust and partnership. We hope you all get some well-deserved time to recharge and reset together.

Congratulations to Jeff Dobyns and the entire SageSpring Wealth Partners team on your two-year anniversary! It has been an honor to support you on this incredible journey to independence. Here’s to many more years of success and growth together!

We're less than two weeks away from Future Proof Festival in Huntington Beach, CA.

As one of the sponsors for this year's event, Dynasty looks forward to connecting with advisors, industry leaders, and innovators across the wealth management industry. Members of our team will be on-site throughout the conference and available to meet at Booth 206. If you'll be attending, stop by to learn more about Dynasty's platform, Community, and the resources that support our Network of independent advisors, or reach out confidentially using the link: https://hubs.ly/Q04wC-sM0

We look forward to seeing you there.

Applications for Dynasty's 2027 Summer Analyst Program are now open.

Spend 10 weeks gaining hands-on experience across business areas including investments, technology, investment banking, marketing, finance, operations, and more.

Our Summer Analysts take ownership of meaningful work from day one, partnering with teams across the firm on projects that support key business initiatives and contribute to the continued growth of the Dynasty Network. Along the way, they'll gain real-world experience, build lasting professional relationships, and develop a deeper understanding of the wealth management industry.

Ready to take the next step in your career? Apply today: https://hubs.ly/Q04wkh880

Congratulations and happy anniversary to Jonathan Blumenthal, Tim Harder, Brandon Ross, and the entire Quotient Wealth Partners team on three years of partnership, growth, and dedication to client success! We're proud to celebrate this milestone with you.

Happy Anniversary to Brett Davis, Steve Altman, Tommy Paterson, Jason Herber, Todd Gescher, Mike Long and the entire TRUE Private Wealth team! Your fourteen-year journey is a testament to the power of true independence, collaboration, and client-first values. We’re proud to be your partners.

We're heading to Future Proof Festival.

We're excited to join industry leaders, advisors, and innovators in Huntington Beach, CA, for one of the most anticipated gatherings in wealth management. Whether you're looking to exchange ideas, discuss your firm's strategic priorities, or learn more about Dynasty's platform and community, we'd welcome the opportunity to connect.

If you're attending and would like to meet with the Dynasty team on-site, reach out confidentially: https://hubs.ly/Q04vBvPv0