A complete list of active advisors currently associated with Dynamic Financial Group

Warmer can help you find a great advisor at Dynamic Financial Group or one who fits your needs even better.

Dynamic Financial Group provides asset management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm manages about $540 million on a discretionary basis and offers comprehensive portfolio management that can include individual stocks, bonds, ETFs, options and alternative investments. Advisors deliver individualized portfolio management and financial planning through client meetings, continuous monitoring, and periodic rebalancing, using methods such as fundamental, technical and cyclical analysis and strategies ranging from fixed income and long-term equity holdings to short sales and alternative allocations. The firm typically operates with discretionary authority and relies on Fidelity’s institutional platform and custodial processes to execute trades, access research and facilitate account administration and fee billing. Compared with peers, Dynamic Financial Group serves an unusually large client base per advisor—about 862 clients across three advisors, or well over 200 clients per advisor—indicating a scaled, platform-supported service model. The firm’s advisors are also registered representatives of Mutual Securities and licensed insurance agents, which enables commissionable product sales and creates potential conflicts of interest that the firm addresses through disclosures, its Code of Ethics, and client-facing policies.

To learn more about the advisors currently working at Dynamic Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.