Ground Breaking Indie RIA Platform Provider Dynasty Financial Moving to Florida

New York based Dynasty Financial Partners, a leader in the indie RIA platform provider space announced yesterday that they are moving their headquarters to St. Petersburg, Florida in the second quarter of 2019. The firm will continue to keep an office in NY, but it appears a large share of the business will now be managed out of the new offices in Florida.

Shirl Penny, the founder and CEO of Dynasty said “We have spent a year looking for an ideal location that provided economic leverage, a high quality of life for our team, a robust infrastructure, and a strong talent pool. We also wanted a location that was in the heart of a thriving and growing financial services market – and St. Petersburg was a stand-out on all fronts,”

The firm is known collectively in the Indie RIA space as a fast-growing technology and service leader serving 47 RIA’s across the US. Which is probably why St. Pete put on a full court press to land the business.