Client-focused, objective and independent financial advice, products and services!

We are growing, again!

We are pleased to announce the opening of our 4th office located in the historic district of Doylestown, the county seat of Bucks County, Pennsylvania.

196 W. Ashland Street, Suite 203
Doylestown, PA 18901

Toll Free: 866.284.1314

Is this the year that you finally make good on your
promise to get your financial "stuff" in order?

Click on the logo to learn how we can help.

Important Notice
Life Insurance Rates Appear to be on the Rise!
Click here for printable flyer

Success is a team sport!

We work with our clients' accountants and attorneys to enhance the professional team.

Do you want to learn how?

Accountants, please click here.        Attorneys, please click here.

Welcome and thank you for visiting.

At Dynasty Advisors our mission is to help you achieve financial independence. As professional independent financial advisors, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allows us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional, unbiased advice backed by excellent client service.

Our knowledgeable professionals use their industry-focused experience and strategic alliances to help you with your personal and business financial objectives and issues while providing a superb client experience in the following key areas:

  • Financial Planning
  • Wealth Management
  • Health Insurance and Employee Benefits
  • Insurance and Risk Management for Individuals and Businesses
  • Retirement Plans and Executive Compensation
  • Non-profit Services

Click here for "The Dynasty Difference" brochure

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

More Newsletters →