Dynasty Financial Partners today announced the formalization of the Dynasty Consulting Group, a premier management consulting division built to help the nation’s leading independent RIAs accelerate growth and create enterprise value. The enhanced division is anchored by Dynasty’s upcoming acquisition of Optima Group, a storied strategic advisory and brand-building firm that has shaped the identities of many of the most respected names in financial services for more than four decades.
The acquisition will unite two powerful capabilities under one roof: Dynasty’s unmatched experience building and scaling proven advisory businesses, and Optima Group’s renowned ability to help firms identify sustainable growth strategies, define who they are, and execute digital and traditional marketing programs that support their growth. The result will be a consulting offering unlike anything else available to the RIA community.
“We are building the consulting business of the future,” said Shirl Penney, Founder and CEO of Dynasty Financial Partners. “For years, Dynasty has been a growth partner and value creation partner to some of the top RIAs in the country delivering high-end intellectual property, leading-edge technology, and the support of experienced operators. Now, by combining that with Optima Group’s decades of expertise in strategy, branding, and marketing, we can offer something no one else can: a single, integrated partner that brings together an all-inclusive technology platform, one of the largest investment platforms in the industry, a dedicated investment bank, access to capital, leads via Dynasty Connect, and now truly sophisticated consulting. This is the full toolkit for ambitious firms that want to win.”
A Differentiated Platform Built for Value Creation
Dynasty supports more than 725 advisors and over $125 billion in assets under administration and the Dynasty Consulting Group extends that platform with strategic guidance for wealth and asset managers navigating growth, succession, talent, and technology.
What makes this combined consulting offering unique is the rare combination of assets and expertise Dynasty brings to the table including: comprehensive growth consulting services; an innovative technology platform; institutional-grade investment management capabilities from one of the largest investment platforms in the RIA space; a dedicated investment bank offering M&A, strategic advisory expertise, financing, and access to capital; and a team of experienced operators skilled in launching, scaling, and growing some of the most successful independent firms in the country.
Sophisticated Consulting Across Every Growth Lever
The Dynasty Consulting Group draws on deep, cross-disciplinary expertise spanning leadership development, marketing and communications, leading edge technologies and AI-powered tools, data and cybersecurity, and finance, tax, and equity planning to help firms solve the operational and strategic challenges that accompany scale. Dynasty’s expanded consulting services can be delivered as an extension of its comprehensive RIA platform or provided as a standalone service.
“Our advisors bring their best thinking to their clients’ business and financial needs, so we owe them the same in return structured assessments, clear advice, and a roadmap to sharpen their positioning and accelerate their growth,” said Justin Weinkle, Chief Financial Officer of Dynasty Financial Partners. “The Dynasty Consulting Group makes these services available on the very same platform where we already meet our firms’ technology, operations, investment, and capital needs. It’s all in one place, and it’s all designed to create lasting enterprise value.”
Optima Group: A Legacy of Clarity and Strategic Insight
Founded in 1979, Optima Group is widely recognized for its ability to distill complex ideas into clear, compelling messaging while guiding broader business strategy for wealth managers, family offices, fintech providers, and institutional asset managers. Its team will continue operating from its headquarters in Fairfield, Connecticut.
Kenneth R. Hoffman, President of Optima Group who will be the Head of the Dynasty Consulting Group, sees the combination as a way to bring Optima’s proven approach to a far broader audience. “I’m excited about this next chapter,” he said. “We’ve always believed that clarity is the foundation of sustained growth. Joining Dynasty with its extraordinary platform, capital, and operating expertise gives us the ability to bring that approach to more firms, and to back it with resources no independent advisory firm has ever had access to before. Dynasty Consulting Group will continue Optima Group’s focus on providing objective advice and counsel to wealth and asset management firms, while also bringing the expanded capabilities of Dynasty’s robust platform to bear for our clients.”
Along with Mr. Hoffman, the entire Optima Group team will join Dynasty, including Managing Director Ellen H. McKay and Director of Client Strategy Peter K. Ward.
This transaction will close in the coming weeks.
Dynasty Investment Bank is serving as financial advisor to Dynasty Financial Partners on the transaction.
To learn how Dynasty Consulting Group can help your firm sharpen its positioning, accelerate growth, and unlock enterprise value, visit www.dynastyfinancialpartners.com or reach out to our team today.
About Dynasty
Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.
For more information, visit www.dynastyfinancialpartners.com.
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About Dynasty Investment Bank
Dynasty Investment Bank is a leading investment bank dedicated to serving the asset and wealth management industry and is provided through Dynasty Securities, LLC, a broker-dealer, member FINRA/SIPC. Our firm specializes in buy-and sell-side M&A, succession planning strategies, strategic advisory services, valuations, and providing flexible capital solutions to help firms achieve their strategic objectives. As an affiliate of Dynasty Financial Partners, a premier wealth management technology middle and back-office service provider to over $100 billion in assets under administration across the US, our investment banking team leverages the synthetic scale to provide our clients with unique market perspectives and deliver high quality execution.
For more information, please visit www.dynastyinvestmentbank.com
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