Family Dynasty Advisors' Mission
Delivering competitive returns that align with your financial objectives using an evolved investment management philosophy, successfully removing your fear of investing.
Founded in 2018, Family Dynasty Advisors is a 100% employee-owned, independent registered investment adviser located in Lubbock, Texas. Our founding principal, Mike Caffey, formed Family Dynasty Advisors with the vision of creating a client-focused investment firm fully committed to dividend growth investing. Over the past 25 years, we've managed or advised assets for high net worth and institutional clients nationwide.
Independent Registered Investment Advisor Firm
Personalized and Responsive Attention
Fiduciaries Presenting Integrity First Mindset
INDEPENDENT REGISTERED INVESTMENT ADVISOR FIRM
Despite our successful growth, we are committed to maintaining a small-firm feel for our clients, providing personable and responsive services and communication.
With our size comes an industry-leading level of expertise in all facets of asset management for our clients. We maintain an exceptionally low client-to-advisor ratio.
We are fiduciaries. We maintain the highest standards in the industry for acting in our clients' best interest–always and are committed to a fee-only compensation structure.
Investment Philosophy:Proven & Enduring
Our business model provides a flexible foundation so you can easily combine the expertise of your CPA, attorney, and investment manager to create, monitor and maintain a holistic wealth management strategy designed for your entire family.
Our People:Integrity First
As a Registered Investment Advisor, we adhere to the fiduciary standard that requires us to put our clients' best interests above all else. Honesty, virtue, doing what's right. Integrity can be described in many ways, but it's the only way we do business.
Client Process:Personal and Holistic
We believe that to serve our clients' best interests, we need to thoroughly understand their long-term goals, ongoing needs, and unique financial situation. More than crunching numbers and running projections, we spend the necessary time building a familiarity and knowledge base to serve as your trusted advisor confidently.
Independence:In It Together
Family Dynasty Advisors LLC is an independent Registered Investment Advisor, which means we have all the necessary resources, but don't answer to a large bank or brokerage firm - we only answer to you, our client.
Who We Serve
At Family Dynasty Advisors, our goal is to help you pursue your goals, whether you're just getting started, preparing for retirement, or well into your golden years.
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Business Owners & Executives
I want to help my business thrive while also planning for retirement and succession.
Pre & Post
I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.
Before we get to know your family, come get to know ours. You’ll find our expertise is as diverse as our portfolios.
Mike CaffeyClient Advisor Investments
The founder and CEO of Family Dynasty Advisors LLC. He began his financial career in 1997 ...
Mandi ApplegateDirector of Operations
My Operations background spans 12+ years working alongside the VP of Store Operations at a nation wide ...
Taylor StrattonTechnical Analyst
I utilize relevant knowledge of the Market to derive patterns and provide critical trading information ...
Jamie MearsDirector of Marketing
Working with founders and executives for nearly twenty years, I've provided the necessary tools to bring positive ...