October 06, 2014 10:00 AM Eastern Daylight Time
NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners today announced Nova R Wealth Advisors is the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of integrated investment services and technology.
“Dynasty is proud to be NovaR Wealth’s transition and growth partner and to add individuals of this quality to our Dynasty Network of truly independent advisors.”
Financial advisors Timothy Rodgers (Principal), Keith Osborne (VP, Financial Advisor), Brian Fry (Client Services Associate), and Billi Wood (Office Manager) all join Nova R Wealth Advisors from Wells Fargo. The team collectively advises on more than $400 million in client assets.
“Establishing Nova R Wealth as an independent firm allows us to best serve the individuals, professionals, entrepreneurs, business owners and executives who are our clients,” said Tim Rodgers, CEO of Nova R Wealth. “We are deeply committed to the Kansas City market and we remain dedicated to providing our clients with objective, transparent advice and investment counsel. With Nova R Wealth as an independent firm through Dynasty, we now have access to a much wider selection of financial resources.”
“Tim and his team have tremendous experience and an established presence in Kansas City. As an independent firm, they are committed to providing the best advice and investment solutions to their clients,” said Shirl Penney, President & CEO of Dynasty Financial Partners. “Dynasty is proud to be Nova R Wealth’s transition and growth partner and to add individuals of this quality to our Dynasty Network of truly independent advisors.”
Tim Bello, Director of Strategic Implementation at Dynasty, said, “Tim and his team at Nova R Wealth Advisors are highly entrepreneurial and already taking advantage of the expanded resources available to them as an independent firm.”
Nova R Wealth selected Fidelity Investments® to provide custody services for their clients and MarketCounsel as counsel for the initial launch and to manage their regulatory compliance program.
About Timothy Rodgers:
In addition to his role of CEO of Nova R Wealth, Mr. Rodgers leverages his experience with portfolio management, investment research, financial and retirement planning into developing and implementing strategies that serve the complex needs of individual clients, families and business owners.
He has built his expertise and reputation through 30 years in the financial services industry, most recently as Managing Director of Investments at Wells Fargo Advisors. He was also a Senior Vice President at A.G. Edwards, where he spent twenty years. He began his career at Stern Brothers, reaching the position of Vice President of Investments.
Mr. Rodgers attended the University of Missouri–Kansas City School of Business before achieving his Certified Financial Planner™ (CFP®) certification. In addition to other leadership roles, he serves on the Board of Trustees of the Shawnee Mission Medical Center and has been a member of the Foundation Board of SMMC since 1992.
About Dynasty Financial Partners
Dynasty Financial Partners is the leading independent integrated platform service provider to the industry’s elite advisor teams. Dynasty develops, sources and integrates the finest wealth management capabilities, solutions and technology into its customized open-architecture platform to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise”, and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visitwww.dynastyfinancialpartners.com and follow us on Twitter @DynastyFP.
Dynasty Financial Partners
Sally Cates, 212-373-1000