Storen Financial has established a strategic alliance with Dynasty Financial Partners to expand its wealth management capabilities, broaden investment opportunities, and streamline operations while maintaining independence. Dynasty said it is welcoming Storen Financial, an Indiana-based comprehensive financial services firm that manages approximately $500 million in client assets and serves more than 5,000 business, tax, and investment clients.
Storen Financial, which said it has been a local institution for more than 50 years, provides wealth management, financial planning, tax strategy, and investment services to individuals, families, and businesses. The firm positions its model as an integrated approach spanning business advisory work, family-focused planning, and intentional wealth transfer. The team includes four equity partners, multiple CPAs and EAs, and more than 40 in-house staff across advisory and related roles, according to the announcement.
Under the alliance, Storen Financial said it will gain access to Dynasty’s platform and services, including technology, investment solutions, operational infrastructure, and capital markets capabilities. Dynasty described its platform as designed to support independent fiduciary advisory firms with open-architecture tools, business services, and investment management resources that can help firms scale.
Dynasty said the partnership is intended to help Storen Financial enhance its overall offering without changing its independent positioning. Dynasty also framed the relationship as aligned with rising demand for advice delivered by independent fiduciary teams, particularly as clients seek integrated planning and investment guidance from firms that are not tied to large brokerage or bank ownership structures.
Storen Financial is headquartered in Zionsville, Indiana, and serves clients in 43 states, according to the company. Dynasty said it has spent more than 15 years building technology and service infrastructure for independent wealth management firms, and it also highlighted its investment platform and investment bank focused on serving the asset and wealth management industry.
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“This partnership will enable us to tap into Dynasty’s full suite of institutional-quality services—including advanced technology, investment solutions, operational infrastructure and capital markets access. Dynasty’s support lets us stay independent while enhancing our offering across the board.”
Greg Storen, Managing Partner and CEO, Storen Financial
“Greg and his team understand that, now more than ever, clients prefer getting financial advice from independent fiduciary teams. We’re excited to help them build on their decades of success.”
Tim Oden, Chief Growth Officer, Dynasty Financial Partners
