Storen Financial Joins Dynasty to Scale Tax-Integrated Wealth Management Model

$500 Million Team Aims to Expand Upmarket and Streamline Operations with Dynasty Partnership

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners welcomes Storen Financial, an Indiana-based tax and wealth-advisory firm managing approximately $500 million in client assets.

Founded by Greg Storen in 1999, Storen Financial blends tax strategy with long-term wealth planning. The team includes four equity partners and a nine-person support staff, serving more than 750 households.

With Dynasty’s support, the firm aims to expand its investment capabilities, streamline operations, and develop larger, more complex client relationships.

“We’ve built a strong tax and planning model, and Dynasty gives us the scale to take it further,” said Mr. Storen, President and CEO of the firm. “Their platform lets us stay independent while enhancing our offering across the board.”

Storen Financial will leverage Dynasty’s Model Select investment platform, integrated technology, compliance support, and transition services. The firm’s custody provider is Schwab, and it plans to convert its brokerage-based assets into advisory holdings over time.

For Tim Oden, Chief Growth Officer at Dynasty, Storen Financial is primed for growth. "Greg and his team understand that, now more than ever, clients prefer getting financial advice from independent fiduciary teams," he said. "We’re excited to help them build on their decades of success."

About Storen Financial

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service.

For more information, visit www.storenfinancial.com/.

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

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