What We Do

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees. We have a unique understanding of our clients’ challenges and opportunities.

Meet Your Advisor

Mike Caffey, MBA, CPWA®

Mike is the founder and CEO of Family Dynasty Advisors LLC and oversees the development and implementation of all financial models for each of the firm’s clients.

After serving his country as a U.S Army Infantryman, Mike went on to study and earn a Bachelor of Business Administration and a Bachelor of Science in Economics in 1997. Mike entered the financial services industry and has been assisting families with their finances ever since.

Realizing that he needed to expand his financial knowledge, Mike went back to school to earn his Master of Business Administration in 2002. More recently, he earned the Certified Private Wealth Advisor (CPWA®) designation which is an advanced education program for financial advisors who work with high-net-worth clients on their life-cycle of wealth: accumulation, preservation and distribution.

Mike has spent many years on supporting various boards and non-profit organizations including but certainly not limited to Big Brothers Big Sisters and the United Way. Mike is married with three children and enjoys hiking and spending time outdoors as often as possible.

Why Choose Us

At Family Dynasty Advisors LLC, we believe the best approach to optimize investment returns is to focus on minimizing market loses.

As such, we believe that cash plays an important role in optimizing investment performance just like stocks and bonds do. 

So if our investment strategy is intriguing to you, give us a call.  We’d enjoy visiting with you.   

Contact us