Partnership supports financial literacy initiatives and expands professional development opportunities for Dynamic’s national wealth advisor network
PHOENIX–(BUSINESS WIRE)–#CommunityImpact–Dynamic Advisor Solutions dba Dynamic Wealth Advisors (“Dynamic”), a leading provider of integrated professional services and flexible affiliation partner to independent wealth advisors nationwide, announced its role as the latest “Catalyst” to join the Financial Planning Association (FPA) Arizona.
Through the partnership, Dynamic will contribute time, insights and resources to support FPA Arizona’s ongoing efforts to advance financial literacy across the state, while also engaging in the association’s professional development programming and industry events for financial planning professionals.
Dynamic, a Registered Investment Advisor (RIA), supports approximately 88 wealth advisors nationwide, along with their teams, providing an AI-powered platform, institutional-quality investment management, compliance, and operational infrastructure support and services to help advisors focus on their clients and grow their practices. Arizona represents Dynamic’s largest concentration of advisors, 23, making the partnership with FPA Arizona a natural extension of the firm’s presence in the state, according to Jim Cannon, Dynamic founder and chief executive officer.
“Financial literacy and client education are at the core of what advisors do every day,” said Cannon. “At Dynamic, we’re at the intersection of the advisor-client relationship, supporting our advisors across multiple affiliation models as they provide steady, thoughtful guidance to their clients. Our partnership with FPA Arizona reflects our commitment not just to our advisors, but also to strengthen the broader understanding of the trusted counsel they provide in the communities they serve.”
FPA Arizona serves a statewide financial planning community comprised of financial advisors at all career stages, finance students, RIAs and financial planning firms. The association offers continuing education, leadership development and community-based initiatives.
“Strong financial outcomes start with education,” said Melissa Kemp, FPA Arizona chief executive officer. “Partners like Dynamic bring valuable perspective from supporting advisors across the country, and their involvement strengthens both our professional network and our efforts to elevate careers and community impact.”
As a Catalyst, Dynamic’s participation in advocacy efforts and industry events began in February, including FPA Arizona’s Advocacy Day at the Arizona State Capitol.
About the Financial Planning Association Arizona
The Financial Planning Association (FPA) Arizona is a statewide community of financial planning professionals dedicated to advancing the profession and expanding access to financial literacy. Part of the Financial Planning Association®, the organization connects advisors, firms and students through continuing education, professional development and advocacy initiatives that promote financial literacy across Arizona. Visit fpaaz.org.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
Dynamic is a steadfast partner to independent wealth advisors at every stage of their business journey — whether transitioning to independence, scaling an established practice, planning for succession or seeking turnkey asset management platform (TAMP) services. With multiple affiliation models, Dynamic delivers a bespoke business solution that combines the people, resources and technology to help advisors grow their firms and provide exceptional client experiences. With more than $6.5 billion in assets, Dynamic was named the No. 1 Fastest-Growing RIA in Arizona by CityWire RIA and No. 10 on the Phoenix Business Journal’s fastest-growing, privately held companies list in 2025. Learn more at dynamicadvisorsolutions.com.
Dynamic was recognized by CityWire RIA with no involvement from Dynamic. Dynamic submitted a nomination and application to be included in the Phoenix Business Journal. The acceptance was based off net revenue growth during the past three years and Dynamic provided financial information. Honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial.
Investment advisory services are offered through Dynamic Advisor Solutions, LLC, dba Dynamic Wealth Advisors, an SEC registered investment advisor.
Contacts
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Kim Cecere
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