New York-based Dynasty Financial Partners has added a Pennsylvania RIA to its network of advisory firms.
Bethlehem, Pa.-based Concannon Wealth Management, an independent RIA managing $400 million in client assets, has joined the Dynasty Network of advisors.
Concannon specializes in working with McDonald’s franchise owners, providing them with special support in business valuation, liquidity event planning and investment management.
Concannon’s team of five advisors is led by Brad L.J. Griswold, managing partner.
“As an independent firm for 25 years, we were among the leaders in implementing open architecture to best serve our clients’ needs, starting in 1995--well before this became common practice in wealth management,” said Griswold in a released statement. “Now, working with Dynasty Financial Partners, we are positioning our firm for future expansion and we will be capitalizing on advances in technology and investments on behalf of our clients. Our partnership with Dynasty will also enable us to seize opportunities to expand our distinctive business model.”
Griswold is joined by partners Kathryn M. Brown and Dennis Morton.