Dynamic Wealth Advisors

In order to deliver on a premium client experience, Affinity Financial has entered into a Strategic Partnership with Dynamic Wealth Advisors, a SEC registered investment advisor.

Dynamic Wealth Advisor logo

Dynamic provides operational and technological support so that Affinity Financial can focus on overseeing client investments and financial planning.  Dynamic also oversees Affinity Financial from a compliance perspective and provides assurance that we are doing the utmost to serve clients and meet regulatory guidelines. This relationship will help us deliver the highest level of value, service, transparency, convenience, and efficiency.

Technology and technological advancements are closely connected to investments—both to the capital markets where innovation is driving growth, as well as to the actual craft of investing and financial planning. The last several years have seen significant market changes as well as unprecedented technological advancements. As such, we strive to provide our clients and advisors with the best tools, most of those now being technology-based, to deliver a high level of value and service. As the winds of change continue to blow through global economies, markets, and the world of financial technology, the principals of Affinity Financial and Dynamic remain committed to leverage the resources, scale, and expertise of both teams in order to meet the challenges of this rapidly evolving financial landscape. 

Below are several benefits to you from this new alignment:


By sourcing administration, operations, technology, and compliance with Dynamic, we can focus 100% on your needs, goals, financial plan, and investment accounts.


By utilizing Dynamic’s extensive operations, administration, and practice management, we will be increasing the efficiency with which we provide you services and communications.


Dynamic’s open architecture enables us to access the “best in class” products and services, rather than the products and services of just one company.


We are able to collaborate with an extraordinary community of fellow wealth managers and like-minded advisors, some with specific skill sets, that enhance the intellectual power that we bring to bear on your financial plan and the management of your assets.


We are free to represent your interests totally and completely. As an independent Registered Investment Advisor and Investment Advisor Representative, we are not beholden to an broker, corporation, investment company, or firm—therefore we are free to perform our fiduciary duty, to represent your interests as we would our own. We are free from any pressure to recommend a particular product or investment.  We can be your advocate and deliver independent, holistic, client-centric wealth management that encompasses all of your needs and provide you objective advice that is in your best interest.


By taking advantage of shared resources, services, and technology we are able provide you better financial services while controlling costs.


We are not compelled to use a single, proprietary custodian or platform but can work with you to utilize the custodians, trust companies, and platforms that best meet your needs, and goals.  Available custodians include Charles Schwab, Fidelity, TD Ameritrade, and Raymond James.


You can rest assured that a practice succession program exists to help clients in the event of a wealth manager’s disability or death.


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