As wealth advisors, the relationships we build with our clients are at the core of everything we do. Just like any strong partnership, financial advising requires trust, communication and a long-term commitment to success. This Valentine’s Day let’s take a moment to […]
The following post has been adapted from Dynamic advisor Patrick Huey’s “This Week in History” blog. Huey is the owner
A Q&A with Shannon Larson, financial advisor at STF Wealth Management In this series, we explore the ways Dynamic-affiliate advisors
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors
A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are
By Marina Hernandez, CFP®, EA, Founder & CEO Marina Hernandez, CFP®, EA Swiss American Wealth Advisors Taxes are one of
Why I Became a Financial Advisor by Eric Braund, CFP®, CRPC® At age 14, I made my first investment. Like most
By John Chichester, CPA, PFS, CFP®, AIF®, CEPA Chichester Financial Group LLC On May 14, 2022, John Chichester graduated with
by Patrick Huey, CFP®, CAP®, ATP Owner and Principal Advisor, Victory Independent Planning America Saves Week is Feb. 21-25, and since I’m
By Michelle Kaufman, CFA®, CPWA® Ever since I started my boutique wealth practice, Prioritas Financial Advisors, I’ve wanted to connect with
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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