A complete list of active advisors currently associated with Dynasty Financial Planners

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

The firm advises individuals — including high‑net‑worth clients — business owners, and employee benefit plans, managing roughly $19 million across about 38 client relationships. It offers discretionary and non‑discretionary portfolio management alongside comprehensive and single‑topic financial planning, estate unwinding assistance, business‑owner consulting, pension consulting, and nontraded securities consulting. Investment programs are implemented through individualized Investment Policy Statements and may combine model allocations with tailored recommendations, using techniques such as modern portfolio theory, fundamental and technical analysis, and both long‑ and short‑term strategies. Accounts are monitored and rebalanced regularly (at least quarterly), and the firm uses a third‑party held‑away platform to manage assets like 401(k)s and 529s while also offering periodic educational seminars for clients and plan participants. Distinctive elements disclosed in the brochure include affiliations with an insurance agency and a tax services affiliate; advisors are licensed insurance agents and may earn commissions on insurance sales, a potential conflict of interest the firm discloses. The firm also provides formal business‑exit consulting and estate‑unwinding services for clients and runs client education workshops—services that are relatively uncommon among peers and are implemented alongside its held‑away asset management capability.

To learn more about the advisors currently working at Dynasty Financial Planners, 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.