Dynamic offers an avenue to tap into a pool of exceptionally talented people, top-tier resources, and state-of-the-art technology, empowering Oxford Financial Planners to assist clients in making prudent financial choices throughout their life journey. These are the people that make everything happen. When you hire us, you are also hiring this talented team.
The Dynamic Experience
Elevate Your Wealth Advice
I would like to personally introduce you to Dynamic. We are very pleased your wealth advisor and the entire team at Oxford Financial Planners made the decision to affiliate with our firm. We have enjoyed the opportunity to support them and you in servicing your financial needs.
Since 2009, Dynamic has been dedicated to being a premier provider of professional support services for advisors seeking to focus their time on clients. Our team of approximately 40 professionals has many decades of industry experience serving advisors and handling operations, compliance, asset management and the technology necessary for successful advisory practices.
Today, we support approximately 83 wealth advisors throughout the U.S. and more than $4 billion of assets (as of July 2023).
We are thrilled you are a client of our firm and will continue to work closely with your advisor to successfully serve you. For more information on Dynamic, we invite you to visit www.dynamicwealthadvisors.com.
Jim Cannon, Dynamic founder and CEO
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.