Webinars/Resources

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Upcoming Events

Dynasty Advisors is a proud supporter of the Mercer Museum and co-sponsor of "The DOAN GANG: Outlaws of the Revolution" Exhibit, available now - December 2026 to visit. We would like to invite you, your family, and friends to enjoy this exhibit. We know that you will fall in love exploring the full Mercer Museum, located at 84 S Pine Street, in charming downtown Doylestown, PA . The Mercer Museum is located across the street from Bud James' Dynasty Advisors office on Green Street. Bud's love for photography is fueled by his stunning view and appreciation of history. Bud has also been a longtime member of the "rainmakers" club, which gives him the opportunity to visit the museum as often as he likes. He has been invited to spend time photographing rooms in the museum, which is an honor and a photographer's dream! Click on the event topic to read more details and how to reserve your complimentary tickets!
September 10, 2024 - December 31, 2026
9:00a - 5:00p

This year will be our 6th year of collecting "TOYS for TOTS"! All of us at Dynasty wants to thank you for your generosity and making the "Dynasty Difference" with us for the past 5 years. As you can tell we take our jobs serious and really get into the Holiday Spirit! Kindly click on the event title to see more about the details of the collection locations and drop off times. Thank you in advance for making a family's holiday season BRIGHTER!
November 4, 2024 - December 10, 2024
12:00p - 2:00p

Back by DEMAND! Another beautiful holiday decorated tree filled meander at the Fonthill Castle in Doylestown, PA. A warm and magical time of year inside the walls of Henry Mercer's home, the Fonthill Castle. Enjoy the spirit of the season and then pizza and trimmings party at a local restaurant. Kindly respond to your invite by clicking on the event title to see more about the details of the event and how to REGISTER!
December 7, 2024
3:30p - 8:00p

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