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ABOUT HOW WE HELP ADVISORS GROW

Welcome to Dynamic Wealth Advisors

DWA services a variety of advisory practices, facilitating the opportunity to operate the way you want.

Dynamic Wealth Advisors is an SEC registered investment advisor and practice development firm servicing independently owned advisory practices throughout the U.S. DWA offers complete turn-key as well as á la carte RIA services, including back and middle office services, integrated technology and wealth management platforms, multiple custodians, compliance services and other open source advisory products and services.

We manage all the operational and administrative functions for growing wealth and retirement plan advisors, and RIA firms. Individual advisors affiliated with DWA enjoy the freedom to focus on their clients and develop new business. Established RIAs benefit from DWA’s back and middle office services, wealth management partners, enterprise relationships and pricing, and the efficiency and scale of DWA’s services and platform.

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What We Do
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How We help Your Operations


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How we handle Compliance


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How We Handle Investment Administration


How We Are Different

We Power Your Vision For Your Practice


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SIMPLICITY

We make it easy for advisors to grow and enjoy their practices. Advisors using our services enjoy simplicity in their practices because DWA handles the details for them.
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CONFIDENCE


Have confidence in your practice and your team at Dynamic Wealth Advisors.

CONTROL


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Your practice remains your practice and you still retain full control of all your clients and activities.
OUR TEAM

Dynamic Wealth Advisors was founded on the principle of advisor independence. Each of the firm’s leaders has a deep background and understanding of the independent advice business and the core success factors necessary for advisors to thrive in an independent advisory practice. Our collaborative, open book style enables us to share and leverage firm and investment advisor experience and best practices to promote high levels of advisor achievement and success.

Jim Cannon

Founder & Chief Executive Officer
I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Fran Gillis

Retirement Plan Manager
I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Craig Morningstar

Chief Operating Officer
I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Our Partners

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ABOUT HOW WE HELP ADVISORS GROW