Family Dynasty Advisors LLC is an independent Registered Investment Advisor, which means we have all the necessary resources, but don’t answer to a large bank or brokerage firm…we only answer to you, our client.
Integrity – Fiduciary
As a Registered Investment Advisor, we adhere to the fiduciary standard that requires us to put our clients’ best interests above all else. Honesty, virtue, doing what’s right…integrity can be described in many ways, but it’s the only way we do business.
Our business model provides a flexible foundation so you can easily combine the expertise of your CPA, attorney and investment manager to create, monitor and maintain a holistic wealth management strategy designed for your entire family.
Family Dynasty Advisors uses a fee-based compensation structure that aligns our investment goals. So the better you do, the better we do.
Charles Schwab is one of the largest custodians serving independent financial advisors. Through Schwab, we have access to the full capabilities of a large firm while maintaining the investment flexibility of an independent advisor.
Black Diamond® Wealth Platform
The Black Diamond® Wealth Platform is a cloud based client portal that provides industry leading technology through intuitive dashboards, robust functionality, smart integrations, and an exceptional performance reporting experience that today’s client expects.