Dynasty Financial Partners Announces Another Deal With An RIA Hot

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Based in the St. Louis, Archford is a private wealth management firm founded by James D. Maher. Mr. Maher had previously worked as a leading advisor at Merrill Lynch since 2001. Formerly known as The Maher Group, Mr. Maher and his team created Archford Capital Strategies in 2013. Archford also has a second office location in Creve Coeur, Missouri.

 

"The company will access Dynasty's groundbreaking investment platform, which integrates the industry-leading proprietary research of Callan Associates and Envestnet's state-of-the-art tools, reporting services and technology," according to a press release. 

 

Dynasty integrates wealth management capabilities for independent investment advisors to offer a customized platform of wealth management solutions and technology targeted to fiduciaries. In February, Dynasty announced a deal with Octagon Financial Services Inc., a sports and entertainment management company. Dynasty advises on more than $15 billion of assets.

 

 

 

 

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