The People Behind Us

The People Behind Us.

The People Behind Usmatt.hoaglin@oxfordfp.net2023-10-02T15:22:01+00:00

Our Team is your Team

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.

Sincerely,

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.

We are fiduciaries with a holistic approach to finances because wealth isn’t just about money.

Overview

Business Info

North Main Office
2877 Main Ave.
Durango, CO 81301

© 2023 • Oxford Financial Planners

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Steve Pease, David Smiley and Matt Hoaglin are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Financial Planners. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.

Dynamic Wealth Advisors (Oxford Financial Planners) provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors (Oxford Financial Planners) is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements