Dynasty Financial Partners is bringing on Storen Financial, an Indiana-based comprehensive financial services firm managing approximately $500 million in client assets and serving more than 5,000 business, tax and investment clients.
As a local institution for more than 50 years, Storen Financial offers wealth management, financial planning, tax strategy and investment services to individuals, families and businesses. Their comprehensive approach offers solutions for personalized financial guidance, from business advisory to family-centered planning and intentional wealth transfer.
The team includes four equity partners, multiple CPAs and EAs, and a growing number of advisory professionals, totaling more than 40 in-house staff.
For Tim Oden, chief growth officer at Dynasty, Storen Financial is primed for growth. "Greg [Storen] and his team understand that now more than ever, clients prefer getting financial advice from independent fiduciary teams," he said.
