Founders Grove Joins Dynasty Financial Partners

Key Highlights:

• Founders Grove Wealth Partners joins Dynasty Financial Partners platform.
• Located in Richmond, VA, the firm operates on a fee-only fiduciary basis.
• Team managed over $750 million at Salomon and Ludwin.
• Charles Schwab selected for custody of client assets.
• 55 independent firms with 370 advisors comprise the Dynasty network.

Source (Business Wire)

Notable Quotes:

• "We are pleased to welcome the Founders Grove team to our Dynasty family and thrilled to include a new firm in the steadily expanding Richmond, Virginia market. Founders Grove impressed us with their deep commitment to their clients, and their embrace of independence as the best means of putting them first. We were also impressed with the team’s desire to build and own their own business, like other Dynasty Network firms, and they felt that being in the Dynasty Network would allow them to be independent but not alone.” — Shirl Penney , CEO and Founder at Dynasty Financial Partners
• "We knew we needed a partner that would allow us to continue to operate as fiduciaries and Dynasty's triangulation of advice resonated with us. We want to keep products and client assets and custody separate from advice so that we have the freedom to do what we believe is best for our clients. We wanted a partner that had expertise in technology, cyber security, human resources, payroll, and many other aspects of running a business so our clients could be our primary focus. We couldn’t be more proud to have Founders Grove powered by Dynasty!" — Jeremiah Winters, CAP®CFP®CPWA®RICP® , Founder, Managing Partner, CEO at Founders Grove Wealth Partners

Our Take:

The addition of Founders Grove Wealth Partners to Dynasty Financial Partners' platform is a significant move, emphasizing Dynasty's commitment to expanding its reach and enhancing its technology-driven wealth management services. Founders Grove's decision to join Dynasty showcases their dedication to maintaining fiduciary standards and leveraging top-tier technology to better serve their high-net-worth clients. This partnership will undoubtedly benefit clients through enhanced advisory services and robust business support, reinforcing Dynasty's position as a leader in the independent wealth management space.