Pivotal Planning Group has announced that it will join the Dynasty Financial Partners Network with $275 million in client assets.
Pivotal partnered with Dynasty, a New York-based financial consultant, in order to leverage its wealth management services, people and technology, according to the release.
Founded in 2000, Pivotal is a four-advisor RIA with offices in Norfolk, Va., and in Melville, N.Y. and two divisions: one provides high-net-worth families with comprehensive financial planning and investment management services, while the other acts as fiduciary advisor to small and mid-sized business retirement plans.
Pivotal says it will open a Florida office later this year, but also plans to scale the firm’s footprint over the next five years via strategic acquisitions with like-minded advisors.