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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 advisory 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.

What We Do

How We help Your Operations

How we handle Compliance

How We Handle Investment Administration

How We Are Different

We Power Your Vision For Your Practice



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.


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


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

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
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.

Craig Morningstar

Chief Operating Officer
With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader.

Fran Gillis

Managing Director, Retirement Plans
With over 25 years of experience, Fran coaches and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies.

Cherie Jolly

Chief Compliance Officer
Cherie’s knowledge of the industry provides her a strong understanding of how to effectively incorporate controls and systems to promote compliance and mitigate risk.

Our Partners

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