The team at DecisionMap, a wealth management firm based in Great Falls, Virginia, has gone back to being an independent registered investment advisor, this time in association with Dynasty Financial Partners.
DecisionMap’s team was formerly with Goldman Sachs, and the firm now will use Dynasty’s platform of technology-driven wealth management tools and services, Dynasty reported in a news release.
Chief Executive Officer Paul Bennett and President Mark Weber co-founded the firm in October 2023. Managing Director Luke Bennett runs the Atlanta office. Other team members include Sandy Sitler, Vice President of Client Service; and Luke Avery, Associate Vice President, Relationship Manager.
Bennett and Weber’s business philosophy calls for sound decision-making with a focus on behavioral finance and economics. “Over the years, our clients have told us again and again that they could not have navigated their investment journey without us,” Bennett said in the release. “So, the name DecisionMap came easily to us by combining ‘decision-making’ with ‘journey.’ This is the value we bring to our clients.”
The firm’s clients include retirees, executives, professionals, and entrepreneurs.
“This is not our first rodeo. We have been independent before,” Weber said. “We are thrilled to be able to act as stewards of our clients’ capital once again, especially with the opportunity to leverage Dynasty’s superb infrastructure and service offerings to curate a unique experience for our clients.”
DecisionMap plans to expand its focus to include 401(k)s, alternative investing, incorporating digital asset structures and M&A activity.
“As if market trends weren’t pointing to the value of RIA independence enough, DecisionMap’s return should sound the horn,” said Shirl Penney, CEO of Dynasty Financial Partners. “We are proud that the team entrusted us to bring them ‘back to the future.’ DecisionMap believes that financial planning is the bedrock of client relationships, a sentiment we share at Dynasty about our family of firms. We look forward to our partnership with the team.”
DecisionMap has selected Schwab and Fidelity as custodians, MoneyGuide Pro for financial planning software, and BlackDiamond for financial reporting.
