Houston-based RIA Taps Dynasty Financial Partners for Enhanced Planning and Reporting Tools and Long-Term Service Support

Clear Trail Advisors, an independent wealth management firm based in Houston, today announced its official launch into independence. The firm will be leveraging Dynasty Financial Partners for middle and back-office support to strengthen its investment capabilities, introduce new planning and reporting tools, and position itself for long-term growth.

Led by Chairman Randy Price, CEO Matt Price, and President Matthew Kerns, Clear Trail Advisors serves high-net-worth families with a focus on retirement. The firm specializes in building income-focused portfolios and providing tax-efficient planning strategies tailored to the needs of the “millionaire next door.” The team’s transition to independence reflects its principals’ longstanding commitment to delivering objective advice and more robust service offerings.

“We have always focused on helping families navigate retirement with clarity, comfort, and confidence,” said Randy Price. “Dynasty allows us to remain independent fiduciaries while gaining access to some of the most top tier research, technology, and operational support.”

The Clear Trail Advisors team, formerly with Steward Partners, spent considerable time evaluating how to improve client outcomes while retaining direct ownership. That process led them to select Dynasty, whose integrated platform offers scale without compromising independence — aligning with Clear Trail’s long-term approach to client service and growth. The Clear Trail team previously managed $850 million in client assets.

“As fiduciaries, we are always focused on how to serve our clients more thoughtfully and effectively,” said Matthew Kerns, President of Clear Trail Advisors. “This move gives us the tools to do that while staying grounded in the approach our clients know and trust.”

Clear Trail’s focus on continuity, clarity, and control is driving further improvements. The firm is rolling out upgraded planning capabilities, streamlined performance reporting, and more proactive client engagement. It selected Charles Schwab as its custodian, citing the firm’s scale, stability, and strong Texas presence.

“Clear Trail Advisors is exactly the type of firm we built Dynasty to support,” said Shirl Penney, Founder and Chief Executive Officer of Dynasty Financial Partners. “They serve a clearly defined client base, have strong leadership, and are deeply committed to independent, client-first advice."

Over the next two years, Clear Trail Advisors plans to expand its service model by hiring a Director of Financial Planning and adding in-house tax expertise.

For more information, please visit www.cleartrailadvisors.com

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The name “Dynasty” means sustained excellence and a commitment to continuing to win over time for our clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the Supported Independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty also owns and operates one of the largest investment platforms and investment banks in the RIA space allowing its clients to have access to a vast offering of investment solutions to meet the needs of its clients and access to investment bankers and capital solutions to meet the needs of their business.

For more than 15 years now, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating our complementary acquisitions. Dynasty believes that top independent advisors want to be “independent but not alone” and prefer a Supported Independent model that allows them to better care for their clients while building better businesses.

For more information, please visit dynastyfinancialpartners.com.

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