An Investment Firm with a Family Touch
We do more than manage investments; we establish relationships and tailor strategies to your personal needs.
Hunting for a financial advisory that
genuinely values
open dialogue ?
Welcome home. At Family Dynasty Advisors, we strive to set a new standard in client communication, fostering a partnership that keeps you in the loop, actively involved, and confident in the progression of your financial plan.
So, what makes us the choice for you? Actions speak louder than words. We value open dialogue and nurture a partnership that keeps you informed, engaged, and confident in your financial journey.
You see, we understand that every dollar you save, every investment you make is about more than just numbers on a screen. It's about fulfilling your dreams, securing your future, and leaving a legacy that matters. We get that, and we're here to help make it happen.
We don't do one-size-fits-all. We offer comprehensive, personalized services that truly make a difference in your financial life.
Redefining Goals-Based Investing
As an independent firm, we're committed to always acting in your best interest. We're held to a fiduciary standard, which means our advice is always based on what's best for you.
Mike Caffey
Chief Investment OfficerMandi Applegate
Director of OperationsLeading our dedicated team of professionals is our founder, Mike Caffey. With his 25 years of experience, and as a Certified Private Wealth Advisor, he ensures we're providing top-notch guidance and empowering you with financial knowledge.
Lynsey Flores, our Client Relations Director, is your go-to person. She's there to answer your questions, keep you updated, and even gather your feedback to help us improve. We believe in open communication, and Lynsey makes sure of that.
Our Director of Operations, Mandi Applegate, is devoted to delivering a seamless client experience through hands-on account management and top-notch client experience.
We believe that finance and fun aren't mutually exclusive. Our community-centric approach infuses a sense of connection and collaboration.
Beyond investment management, we nurture lasting bonds, celebrate your achievements, and stand with you through life's twists and turns. We're not just your financial advisors - we're your champions for a life well-lived.
We are held to the fiduciary standard. That means that we don’t tell you what you want to hear, we advise and recommend based on what is in your best interest for your individual situation, so you can make wiser decisions.
Our Team
Mike Caffey
Chief Investment Officer
Mandi Applegate
Director of Operations
