Storen Financial in the Press: Launch of Storen Legacy Partners
Recently, Storen Financial announced a strategic alliance with Dynasty Financial Partners, a leading platform for independent wealth management firms, to establish our own Registered Investment Advisor (RIA) entity, Storen Legacy Partners. Click here to view Greg’s video announcement about these changes.
As a result of this forward-thinking transition, we have garnered positive attention in the press. We wanted to take this opportunity to share these news articles, highlighting the significance of our new direction and the enhanced services we are committed to providing. Here are the articles that have covered this partnership with Dynasty…
Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model
NEWS RELEASE – Dynasty Financial Partners welcomes Storen Financial, an Indiana-based comprehensive financial services firm managing approximately $500 million in client assets and serving over 5,000 business, tax and investment clients. Click here to read this article.
Storen Financial Aligning With Dynasty To Expand Independent Wealth Platform With $500 Million In Client Assets
NEWS RELEASE – 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. Click here to read this article.
Dynasty Financial Partners Welcomes New Partner Firm
NEWS RELEASE – Storen Financial, an Indiana-based firm with approximately $500 million in client assets, has entered into a strategic partnership with Dynasty Financial Partners. Click here to read this article.
$500 Million Team Aims to Expand Investment Opportunities and Streamline Operations with Dynasty Partnership
NEWS RELEASE – “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,” said Greg Storen, Managing Partner and CEO of the firm. “Dynasty’s support lets us stay independent while enhancing our offering across the board.” Click here to read this article.
Dynasty signs up $500m ex-LPL OSJ in Indiana
NEWS RELEASE – Dynasty Financial Partners pulled off a recruiting maneuver it seldom makes, adding an established wealth management firm to its network. The move adds Zionsville, Ind.-based Storen Financial, an advisory and accounting firm that oversees roughly $500m in client assets. Led by founder and chief executive Greg Storen, the firm works with roughly 5,000 business, tax and investment clients, per a release. Click here to read this article.
Have questions? Or interested in meeting with our Storen Advisory team? Click here to contact us now. Or click here to learn more about our Financial Planning Investment Services.
Blog by Greg Storen, MBA – Managing Partner/CEO, Advisory Services Director
Learn more about Greg and the rest of the Storen Financial team here.