Founders Grove Wealth Partners, a Virginia-based fiduciary firm, has announced a significant step in its evolution by transitioning to independence and joining the Dynasty Financial Partners platform. This move marks a new chapter for Founders Grove, enhancing its capabilities to serve clients through Dynasty’s advanced technology and comprehensive service offerings.
Based in Richmond, Virginia, Founders Grove Wealth Partners is committed to a fee-only model, ensuring their advice is always aligned with client interests. The firm delivers tailored advisory services, leveraging cutting-edge technology to meet the diverse needs of its clientele. Their specialized client focus includes entrepreneurs, business owners, and corporate executives, reflecting a deep understanding of the unique financial landscapes these individuals navigate.
The leadership team at Founders Grove Wealth Partners is spearheaded by Jeremiah Winters, the firm’s founder, managing partner, and CEO. Alongside Winters, the leadership includes Kate Atwood, founder, managing partner, and president; Jen Thompson, who serves as chief operating officer; and Abbey Sorensen, the director of client experience. This experienced team brings a robust background from Saloman and Ludwin, a prominent advisory group previously under Wells Fargo, where they expertly managed over $750 million in client assets.
“We sought a partner with profound expertise in the essential, yet often distracting, aspects of business operations such as technology, cybersecurity, human resources, and payroll. This partnership allows us to intensely focus on what truly matters – our clients’ financial well-being,” stated Jeremiah Winters. “We are incredibly enthusiastic about Founders Grove being powered by Dynasty, as it perfectly aligns with our vision for client-centric service and growth.”
Founders Grove Wealth Partners has chosen Charles Schwab for the custody of their client assets, ensuring security and reliability for their clients.
Dynasty Financial Partners continues to expand its network, which now includes 55 independent firms and 370 advisors, collectively managing over $88 billion in assets on its platform. Dynasty is recognized as a premier provider of technology-enabled wealth management solutions and business services. They specialize in supporting financial advisory firms, particularly those serving high net worth and ultra-high net worth individuals, by offering a comprehensive suite of proprietary and third-party technologies through an open-architecture platform. This partnership underscores Founders Grove Wealth Partners’ commitment to leveraging best-in-class resources to enhance client outcomes and operational efficiency.
