Dynasty Financial Partners is partnering with National Advisors Trust to offer trust services to financial advisors who want to expand the wealth management services they offer clients.
“Trust services are an essential component of any comprehensive wealth solution,” said James Combs, president and CEO of National Advisors Holdings, in a statement. “When integrated with the Dynasty platform, National Advisors Trust’s solutions will help advisors unify the advice and planning processes.”
St. Petersburg, Florida-based Dynasty — which is led by Shirl Penney — had 45-plus independent advisory firms on its platform with about $40 billion in client assets as of January. In addition to RIAs, Dynasty works with institutional and enterprise clients.
“The partnership [with National Advisors Trust] … has a singular focus —providing our Network Partner Firms with additional tools and resources to deliver to their clients,” explained Austin Philbin, CAO of Dynasty Financial, in a statement.