Dynasty Financial Partners and F.L. Putnam are deepenin their presence in the East as they welcome new partners to their respective networks in Virginia.
On Thursday, Dynasty announced DecisionMap, an RIA launched in October 2023, has joined Dynasty Financial Partners’ platform to access its suite of technology-driven wealth management services.
The Great Falls, Virginia-based firm was co-founded by chief executive officer Paul Bennett and president Mark Weber. Luke Bennett, managing director, leads the firm’s Atlanta office.
The team, which previously operated under Goldman Sachs, aims to provide comprehensive financial guidance with an emphasis on behavioral finance and economics.
“Over the years, our clients have told us again and again that they could not have navigated their investment journey without us,” Bennett said in a statement Thursday. “So, the name DecisionMap came easily to us by combining ‘decision-making’ with ‘journey.’”
Bennett said his team operated independently prior to their time at Goldman, and the decision to join Dynasty marks a return to autonomy.
Aside from focusing on mergers and acquisitions, the firm plans to expand into 401k services via Pontera, as well as explore alternative investing, and digital asset structures. It has selected Schwab and Fidelity as custodians, MoneyGuide Pro for financial planning, and BlackDiamond for financial reporting.
Prior to DecisionMap, Dynasty welcomed XX! Wealth, a Chicago-based team of veteran advisors who previously managed $900 million at CIBC.
Meanwhile, F.L.Putnam Investment announced its expansion into Virginia through its acquisition of AOG Wealth Management, a Reston-based RIA overseeing more than $330 million in assets. This marks F.L.Putnam’s fifth acquisition in the past year and brings its total office count to 10.
"Our combination with AOG demonstrates our commitment to providing value-added services to our current clients while enhancing our team with talented advisors in new locations where our clients live and work,” F.L. Putnam CEO Tom Manning said Tuesday.
Founded in 2000 by Fred Baerenz, AOG provides customized investment solutions to high-net-worth individuals, businesses, pension plans, trusts, and donor-advised funds across Northern Virginia, Washington, D.C., and Maryland.
Its nine-person team has joined F.L.Putnam, with Baerenz now serving as president of the AOG Institutional Fund.
“Joining F.L.Putnam presents an exciting opportunity for our advisors to access a broader range of services for their clients,” Baerenz said. “For me personally, this transaction enables me to continue building a world-class interval fund.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
