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Private Wealth

Wealth, refined to the
last basis point.

Dynamic Financial Insight delivers private banking, lending, investments, and insurance under one fiduciary roof — for households and businesses across all 50 states.

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SOC 2 Type II FDIC Insured SEC Registered FINRA Member
$0
Assets Under Management
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Clients Served
0
U.S. States Served
0/5
Client Satisfaction
About Dynamic Financial Insight

A fiduciary built for the next century of American wealth.

Dynamic Financial Insight was established on a simple conviction: families and businesses deserve a single fiduciary partner for every financial decision — from mortgages to mergers, from college savings to succession planning.

Today, our 850+ SEC-registered advisors serve more than 32,400 households and businesses across all 50 states, stewarding $48.2 billion in assets through every market cycle. We are paid only by our clients — never by product manufacturers — and we disclose every line of compensation in writing.

Our Mission

To compound client wealth with discipline, transparency, and an unyielding fiduciary standard.

Our Vision

To become the most trusted private wealth platform in the United States — measured in decades, not quarters.

Firm at a glance FY 2024
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Platform Uptime
From Many
Years Serving Clients
0+
Wealth Advisors
$0B
Assets Under Mgmt
AUM Growth · 5 Year +187%
Why Choose Us

Six reasons 32,400+ households
chose Dynamic Financial Insight.

From the first conversation to the final wire, every detail is engineered for trust.

Trusted Experts

850+ SEC-registered advisors, CFP® and CFA® charterholders, each averaging 14 years of fiduciary experience across every major asset class.

Fast Approval

Most loan and credit decisions returned in under 60 seconds. Same-day funding available for qualifying applicants with verified income.

Secure Transactions

256-bit encryption, SOC 2 Type II audited infrastructure, biometric authentication, and FDIC-insured partner banks up to $250,000 per depositor.

Personalized Solutions

No templates. Every plan is hand-built around your cash flow, risk tolerance, tax situation, and multi-generational time horizon.

24/7 Support

A dedicated concierge advisor on your schedule — by phone, secure message, or video — 365 days a year, including weekends and holidays.

Nationwide Coverage

Licensed to serve clients in all 50 states, the District of Columbia, and U.S. territories — wherever your career or retirement takes you.

Services

Every financial need,
under one fiduciary roof.

Eight divisions. Forty specialized products. One accountable advisor.

Investments are not FDIC-insured, are not bank-guaranteed, and may lose value. Past performance is not indicative of future results. All loans subject to credit approval and underwriting. Dynamic Financial Insight. is registered with the U.S. Securities and Exchange Commission; insurance products offered through Dynamic Financial Insight Insurance Services . Securities offered through Dynamic Financial Insight Securities, member FINRA/SIPC.

Testimonials

Trusted in boardrooms
and at kitchen tables.

"They refinanced our mortgage and restructured our retirement in the same quarter. We saved $84,000 in interest and our advisor still picks up the phone."

JM
Jonathan M.
Attorney · New York, NY

"As a small business owner I was drowning in three separate platforms. Dynamic Financial Insight consolidated banking, payroll, and my SEP-IRA into a single dashboard."

EL
Emily L.
Boutique Owner · Chicago, IL

"I moved my family's trust from a legacy private bank. The difference in fee transparency alone paid for the move within the first year."

SR
Sofia R.
Marketing Director · Austin, TX

"My wife and I are both physicians with complex student debt. Dynamic Financial Insight built a 10-year forgiveness-aware payoff plan that saved us six figures."

DK
David K.
Physician · Seattle, WA
FAQ

Straight answers,
no fine print.

Dynamic Financial Insight is the parent of a federally chartered trust company, an SEC-registered investment adviser, a FINRA-member broker-dealer, and a licensed insurance agency. Deposits are held with FDIC-insured partner banks; securities are held in custody at BNY Mellon Pershing; insurance products are underwritten by third-party carriers admitted in all 50 states. We act as a fiduciary on all advisory relationships.
Yes. Cash held in Dynamic Financial Insight deposit accounts is swept to one or more of our FDIC-insured partner banks, providing up to $250,000 in coverage per depositor, per insured bank, for each account ownership category. Through our sweep network, qualifying clients may access expanded FDIC coverage across multiple partner banks. Investments, including brokerage and advisory assets, are not FDIC-insured, are not bank-guaranteed, and may lose value.
We employ AES-256 encryption in transit and at rest, mandatory multi-factor authentication for all client sessions, biometric login on supported devices, and continuous fraud monitoring. Our infrastructure undergoes annual SOC 2 Type II audits and penetration testing by an independent CREST-accredited firm. We comply with the Gramm-Leach-Bliley Act (GLBA) Reg P and never sell client data to third parties.
Our Wealth Management division requires a minimum of $500,000 in investable assets. Private Client relationships begin at $5 million and include dedicated trust officers, alternative investment access, and customized tax services. Dynamic Financial Insight Digital — our self-directed brokerage and banking platform — has no minimum and is available to all U.S. residents 18 and older.
Yes. Every Dynamic Financial Insight advisor acting in an advisory capacity is a fiduciary under the Investment Advisers Act of 1940. We are required to act in the client's best interest, disclose all material conflicts of interest in writing, and document the rationale for each recommendation. Brokerage-only transactions (where a client elects not to open an advisory relationship) are conducted under Regulation Best Interest, which is a distinct and lower standard.
Wealth management fees are asset-based and tiered, beginning at 1.00% annually on the first $1 million and declining to 0.50% above $10 million. Financial planning is included at no additional cost. Lending and insurance products carry transparent, disclosed compensation as required by TILA, RESPA, and state insurance regulations. We do not receive commission on mutual funds held in advisory accounts and we never receive payment for order flow on equities trades.
Dynamic Financial Insight. is registered as an investment adviser with the U.S. Securities and Exchange Commission and notices filed in all 50 states, the District of Columbia, and Puerto Rico. Our broker-dealer is registered in all 50 states. Our insurance agency is licensed in all 50 states and the District of Columbia. Lending products are originated by our lending subsidiary or by lending partners licensed in the borrower's state of residence.
We retain client records for the period required by federal and state law — typically seven years for securities records and longer for trust and tax filings — then securely destroy them in accordance with our Records Retention Policy. You may request a complete export of your data at any time in a machine-readable format, and you may request deletion of personal information subject to applicable legal hold and anti-money-laundering requirements under the Bank Secrecy Act.
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Contact

Let's talk.
Your first hour is on us.

Every relationship begins with a complimentary 60-minute consultation — no obligation, no script. We'll review your full financial picture and tell you, plainly, whether we can help.

Headquarters
1462 Despard Street Atlanta, GA 30303
Contact
+1 814-618-4711 · 24/7/365
Secure Email
info@dynamicfinancialinsight.org