“With Dynamic’s support, I don’t have to grow my payroll in order to grow my practice." - Patrick Huey, CFP®, CAP®, ATP, owner and principal advisor, Victory Independent Planning
PHOENIX (PRWEB) September 29, 2020
Dynamic Advisor Solutions dba Dynamic Wealth Advisors announced today a new advisory practice to its network: Victory Independent Planning, LLC, serving clients with offices in Camas, Wash. and Marco Island, Fla. The affiliation expands the Dynamic network across the U.S., which comprises approximately 80 advisory practices, both IARs and RIAs, serving nearly 4,000 clients and approximately $2.4 billion of assets.
Victory Independent Planning was founded in 2016 by Patrick Huey, CFP®, CAP®, ATP, a United States Navy veteran and former Naval Flight Officer. Just 15 days after he was honorably discharged from the military, he entered the financial services industry, holding positions at UBS and Fisher Investments prior to launching Victory Independent Planning. The partnership with Dynamic brings scalability to a “mom and pop practice,” according to Huey, who runs the company with his wife, Dixie Huey.
“With Dynamic’s support, I don’t have to grow my payroll in order to grow my practice,” said Huey. “Dynamic brings an enhanced platform and technology suite on which to accelerate growth, developing prospects while allowing me to spend more time delivering real value—broad planning and ongoing coaching—to my current clients. As a fiduciary, value goes way beyond performance.”
Huey is the author of two books: “The Seven Pillars of (Financial) Wisdom: A Historical Perspective on Modern Investment Advice” (2019) and “History Lessons for the Modern Investor” (2018).
“Patrick is a thoughtful, well-qualified practitioner who fits our culture of people first,” said Dynamic Chief Executive Officer Jim Cannon. “For Patrick, history is a differentiator. His books are a way for him to connect with his clients in a real way from a historic perspective, void of business speak and cliches.”
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors looking to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. For more information, visit dynamicadvisorsolutions.com.
“The Seven Pillars of (Financial) Wisdom: A Historical Perspective on Modern Investment Advice” and “History Lessons for the Modern Investor” are considered outside business activities and are separate and apart from Mr. Huey's activities as an investment advisor representative of Dynamic Wealth Advisors. Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic.