Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.
With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.
Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.
Visit our website for more information: www.dynastyfinancialpartners.com
Follow us on Twitter: @DynastyFP
Subscribe on Youtube: http://bit.ly/1MKXhC8
*Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*
Elevation Financial Group, LLC, a real estate private equity company, leads an award-winning group of companies with a focus and mission to acquire, revitalize and operate affordable apartment communities for independent seniors and families. Elevation raises capital through no-load private placement funds subscribed to by accredited investors. Through a consortium of companies specializing in real estate investment, property renovation and property management, Elevation has delivered superior financial returns to its investors while making a positive and distinctive impact on the communities we serve.
Through its businesses and philanthropic foundation, Elevation is an advocate for entrepreneurship, affordable housing, educational opportunity and college access for low-income and first-generation students.
We are a family that offers financial planning, tax, and insurance assistance for our clients. Our heartbeat is to provide excellent care, safety, and growth.
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