The Dynamic Experience Elevate Your Wealth Potential
Through a partnership with Dynamic Wealth Advisors, Affinity Financial draws upon comprehensive professional services and unparalleled practice support from a dedicated team at the ready to handle client service needs so your wealth advisor can focus on delivering exceptional client experiences.
In order to deliver on a premium client experience, Affinity Financial has entered into a Strategic Partnership with Dynamic Wealth Advisors, an SEC registered investment advisor (RIA).
The Affinity Financial affiliation with Dynamic Wealth Advisors is part of something bigger, a growing network of approximately 83 wealth advisory practices across the U.S., managing more than $4 billion of assets (as of July 2023).. Clients of Affinity Financial benefit from Dynamic’s extensive experience and resources, including longstanding relationships with industry-leading custodians, including Fidelity Institutional® and Charles Schwab.
Like Affinity Financial, Dynamic’s affiliated wealth practices serve a range of clients, from accomplished individuals and couples to multigenerational families, businesses and other entities such as charities, trusts and endowments.
Along with timely market insights, analysis and qualified investment research, Dynamic provides access to highly skilled professionals, industry-leading resources and best-in-class technology so Affinity Financial can help clients make sound financial decisions at any life stage.
For more on Dynamic, we invite you to visit www.dynamicwealthadvisors.com.
By aligning with Dynamic, Affinity Financial clients have access to:
People
A highly experienced support team is focused on delivering responsive, unparalleled service to wealth advisors so they can put their clients’ needs first.
Resources
The breadth and depth of Dynamic is seen in its longstanding relationships with industryleading resources, including asset management, financial technology, mergers and acquisitions, and practice development.
Technology
The Dynamic-advisor partnership is powered by a best-in-fintech platform, including customer relationship management, portfolio accounting and reporting, client portal, financial planning and risk analysis solutions, as well as cybersecurity in a safe and secure environment for advisors and their clients.
Front/Middle/Back Office
Professionals with extensive experience employ robust administrative practices to support client-advisor relationships and firm growth.
Investment Management
Dynamic delivers complete investment management solutions for wealth advisors and their clients, designed with the overarching philosophy of putting risk management first. This includes a selection of strategically-managed global, diversified and balanced portfolios designed for the long-term and aligned with clients’ life stages.
Compliance
An experienced, specialized team executes best-in-class systems, keeping Dynamic and its advisor practices in compliance and up to date with regulatory requirements to help ensure they’re in good standing with state and U.S. Securities and Exchange Commission (SEC) regulations.
Continuity and Succession
Continuity planning and a practice succession program helps clients have peace of mind in the event of a wealth advisor’s expected or unexpected exit.
