Dynasty Financial Partners

Unlock Your Independent Future

[Dynasty Financial Partners @DynastyFP]

For 250 years, one idea has defined this country: the freedom to choose your own path. It is a belief that shaped our nation and continues to guide those building something of their own today. Watch our video in honor of America 250: https://t.co/mHYBVNEKFf

#America250

[Dynasty Financial Partners @DynastyFP]

Throughout June, members of our Dynasty Community gathered at the World Cup for unforgettable match-day experiences. From LA to Atlanta to New York, it was a great opportunity to come together, be part of the experience, & spend time connecting with one another.

#WorldCup #FIFA

[Dynasty Financial Partners @DynastyFP]

Congratulations to Stephen Santangelo and the entire Matriarch Wealth Management team on your 3rd anniversary of independence! We look forward to partnering with you on continued success as you grow your business and build on the progress and achievements of the past 3 years.

[Dynasty Financial Partners @DynastyFP]

Congratulations to the @Intellect_us team on an incredible 11 years of independence! Over a decade marked by innovation & impact is a truly remarkable accomplishment. We’re proud to celebrate this milestone with you & look forward to many years of shared success & partnership.

[Dynasty Financial Partners @DynastyFP]

At Dynasty, we believe inclusion, respect, & authenticity are the foundation of a thriving workplace. This Pride Month, we proudly celebrate the LGBTQIA+ community & reaffirm our commitment to fostering an environment where everyone feels empowered to be their true selves.

[Dynasty Financial Partners @DynastyFP]

Dynasty Financial Partners today announced the addition of former Major League Baseball player Matthew LaPorta as its newest Executive-in-Residence. Read the full press release: https://t.co/VfLIVcgtW4

[Dynasty Financial Partners @DynastyFP]

Celebrating seven amazing years of partnership with Craig Findley and the entire Venture Visionary Partners team! We wish you and the team all the best, and we look forward to celebrating many more accomplishments and years of a successful partnership together.

[Dynasty Financial Partners @DynastyFP]

This Father’s Day, we recognize the dads across our Dynasty Network who have built their businesses on their own terms. Independence means more than ownership. It’s the freedom to support clients while being present for the moments that matter most.

[Dynasty Financial Partners @DynastyFP]

Juneteenth, aka Freedom Day, marks an important moment in our nation’s history & serves as a time to reflect on the ongoing pursuit of equality & justice. It's a opportunity to recognize the significance of this day while acknowledging the progress made & the work that continues.

[Dynasty Financial Partners @DynastyFP]

We’re proud to celebrate all the Dynasty Network independent advisors recognized on the 2026 AdvisorHub 1000 Advisors to Watch. Across 4 lists, 26 advisors from 16 Network Partner firms were named.

Explore the full lists here: https://t.co/86SPuYDWMF

[Dynasty Financial Partners @DynastyFP]

This communication is for informational purposes only. Dynasty Financial Partners has a paid commercial relationship with the UFL and serves as its Official Wealth Management Partner.

[Dynasty Financial Partners @DynastyFP]

This past weekend Shirl capped off an unforgettable season, celebrating players at the UFL Awards watching it all come to life at the United Bowl. Thank you to @TheUFL for an incredible season. Dynasty is proud to have served as your Official Wealth Management Partner.

[Dynasty Financial Partners @DynastyFP]

The Advisor to CEO Summit has come to a close. Yesterday, our Community gathered for an afternoon of curated experiences across Santa Fe, followed by dinner at La Fonda Terrace, a fitting final chapter to 2 days of meaningful work.

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

This afternoon, @JesseItzler took the stage and delivered a high energy, thought provoking keynote. A serial entrepreneur, Jesse shared an unfiltered perspective on performance, resilience, and what it truly takes to push beyond limits.

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

Day 2 opened with Steve Walton and Pam Tipton of Emory University’s Goizueta Business School. They led our Network CEOs through the session focusing on decision making, accountability, & the execution required to turn alignment into results. 

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

Last night, we wrapped day one with The Spirit of Santa Fe Evening Experience, giving our Network CEOs space to connect beyond the session room. Attendees gathered for a rooftop cocktail hour, followed by dinner and a captivating mentalist show.

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

The afternoon sessions at pushed the growth conversation further. 6 breakout sessions gave firm leaders the opportunity to focus on key drivers of growth. Clear themes, practical takeaways, & continued momentum across the board. 

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

This morning, we opened with a State of Dynasty address, followed by Community Conversations. The day continued with our 1st session led by Scott Sanchez offering a practical look at how communication, collaboration, & execution drive results.

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

The 2026 Dynasty Advisor to CEO Summit is officially underway at Bishop’s Lodge in Santa Fe, NM. Last night, our Dynasty Network came together for a welcome reception and dinner that set the stage for 2 days of focused executive programming.

#DynastySummit2026 #AdvisorToCEO

[Dynasty Financial Partners @DynastyFP]

If you’re getting more questions about private markets, you’re not alone. In this DIAL Insights video, Karim Simplis breaks down what’s driving the shift and how advisors are approaching private equity, private credit, and real assets as access continues to expand.