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Dynasty Financial Partners

St. Petersburg, Floridadynastyfinancialpartners.com1expert edge

RIA platform provider and investment bank serving independent wealth advisors with technology, investment management, consulting, and M&A services supporting $110+ billion in client assets across 55 firms.

Why interesting to a deal team

Penney as co-founder and CEO since 2010 makes this core to wealth platform strategy; Abry's minority investment validates PE demand for RIA consolidation platforms.

Experts connected to this company

SP

Shirl Penney

Founder and Chief Executive Officer

Dynasty Financial Partners

LawyerSt. Petersburg

Penney sits at the center of nearly every major RIA breakaway and platform financing deal, giving him unmatched visibility into wealth-management M&A flow and valuations.

Sources