With Expertise in Financial Planning & Investment Management, Firm
Manages $275 Million in Individual and 401(k) Assets
NEW YORK–(BUSINESS WIRE)–Dynasty Financial Partners announced today that they have partnered with
leading independent advisory firm Pivotal Planning Group, LLC. Based on
Long Island, NY and in Norfolk, Virginia, Pivotal Planning Group, LLC
manages $275 million in individual and 401(k) assets.
Pivotal Planning Group, LLC has a total of seven professionals including
four advisers:
-
John Marchisotta, CFP®, ChFC, AIFA®
is the Managing Partner of Pivotal Planning Group, LLC. He has over 25
years of experience providing Personal Financial Planning & Investment
advice to families and Retirement Plan Consulting services to the
trustees of retirement plans. He began his career as a tax accountant
with the firm’s parent company, Satty, Levine & Ciacco, CPAs, P.C. in
1991. Mr. Marchisotta is the chairman of our firm’s Investment Policy
Committee. -
Michael Kelly, CFP® is the Director of the
Firm’s Norfolk, VA Office. He is a Senior Financial Adviser & member
of the firm’s Investment Policy Committee. -
Michael J. Desmond CIMA®, AIF® is
the Director of the Firm’s Retirement Plan Services division. With
over 25 years of experience, he is a Senior Financial Adviser & member
of the Firm’s Investment Policy Committee. -
James P. Diver, CFP® is the Director of
Technology and Operations at the firm. He is a Senior Financial
Planner, Investment Adviser & member of the Firm’s Investment Policy
Committee.
“The need for unbiased advice across the country has grown significantly
and both clients and advisors need a solution that is based on always
placing the clients’ best interests first,’” according to Mr.
Marchisotta. “We selected Dynasty to tap their industry expertise and
leverage the size and scale of their multi-billion dollar network of
independent firms. Our clients receive all the benefits of a large
institution with a boutique client experience. We continue to improve
the advice we provide with access to institutional solutions for
technology, investments and back office operations.”
Pivotal Planning Group plans to expand their footprint via strategic
acquisitions with like-minded advisors. In addition, the firm plans to
open a Florida office later this year and, over the next five years,
continue the expansion with multiple new offices.
Pivotal Planning Group has been a fiduciary advisory firm for nearly 20
years. The firm has two distinct service groups:
-
One group serves high net-worth families seeking comprehensive
financial planning and investment management including retirement
planning, tax planning, cash flow planning, estate planning, risk
management and family office services. -
The other group serves small to mid-sized businesses with less than
1000 employees where Pivotal acts as a fiduciary advisor to their
company retirement plan.
Shirl Penney, President & CEO of Dynasty Financial Partners, said, “With
their long experience as a successful independent advisory firm and
their deep expertise in tax planning and 401k plans, John and the team
at Pivotal Planning Group are well positioned to scale their business,
expand their 401k consulting and grow through M&A. We are also excited
that more and more longstanding RIAs are choosing Dynasty as their
platform services partner to help them scale, grow, expand margins,
operate more efficiently, and better care for their clients. We are
thrilled to welcome the Pivotal Planning Group to the Dynasty Network!”
Pivotal Planning Group, LLC is a SEC Registered Investment Advisor and
Fiduciary to 401(k) and Retirement Plans. The firm is dedicated to
helping individuals, plan sponsors and trustees achieve their goals
through education, prudent planning and unbiased advice. Pivotal
Planning Group, LLC was originally formed in 2000 to provide Financial
Planning & Investment Advisory Services to the clients of Satty, Levine
& Ciacco, CPAs, P.C. (SL&C). Today however, Pivotal enjoys regional
recognition and has relationships referred by several accounting and
advisory firms who share the common belief that the clients’ best
interests must always come first.
On June 1st, Pivotal Planning Group moved its headquarters to
534 Broadhollow Road in Melville, NY.
Pivotal Planning Group has partnered with Dynasty Financial Partners to
leverage Dynasty’s wealth management services, people and leading
technology. The firm will be using Dynasty’s award-winning integrated
Core Services platform for independent advisors and the firm’s turn key
asset management platform (TAMP). They will have access to leading
technology, including Dynasty’s proprietary advisor desktop, in-house
specialists, home office support, and will benefit from the firm’s
significant scale in the industry.
For more information, please visit http://pivotalplanning.com
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity
to better service their clients, run their businesses more profitably,
grow faster, and enhance the enterprise value of the advisor’s firm.
Dynasty does this by developing, sourcing and integrating wealth
management capabilities for some of the industry’s leading independent
investment advisory firms. Dynasty’s award-winning integrated platform
services delivery chassis offers a customized, open-architecture wealth
management solutions and technology stack, supporting advisors as they
protect and grow their clients’ wealth. Dynasty hosts numerous events to
allow the community to come together and allow top RIA firms to be
‘independent but not alone’. Dynasty also offers access to capital,
through Dynasty Capital Strategies, to help advisors expand, scale and
grow their businesses, coupled with Dynasty Connect, an all-in-one M&A
service, which sources, structures and supports deals through
integration on behalf of the firms in the Dynasty network. 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.
Visit Dynasty on social media:
LinkedIn:https://www.linkedin.com/company/dynasty-financial-partners
Twitter:@DynastyFP
YouTube:http://bit.ly/1MKXhC8
Contacts
Media:
[email protected]
212-373-1000
