Concannon Wealth Management, an independent RIA based in Bethlehem, Pennsylvania, has joined Dynasty Financial Partners’ advisory network to support the firm’s future expansion.
Dynasty will offer analytics and operational support to help Concannon provide objective and personalised service.
Dynasty will also help the advisory firm develop practice management including marketing and branding, as well as streamline operations, investments and technology.
Schwab Advisor Services will continue to serve as Concannon’s primary custodian partner.
Concannon managing partner Brad Griswold said: “As an independent firm for twenty five years, we were among the leaders in implementing open architecture to best serve our clients’ needs, starting in 1995—well before this became common practice in wealth management.
“Now, working with Dynasty Financial Partners, we are positioning our firm for future expansion and we will be capitalizing on advances in technology and investments on behalf of our clients. Our partnership with Dynasty will also enable us to seize opportunities to expand our distinctive business model.”
Concannon offers financial planning and portfolio management services for clients from all walks of life. The company oversees $400m in client assets, and is headed by managing partner Brad Griswold. Other partners of Concannon include Katherine Brown, and Dennis Morton, Jr.