Dynasty Wealth Partners is a financial planning firm focused on helping physicians and surgeons build and manage wealth throughout their careers. Founded by Gary Kauffman, the firm provides personalized guidance for medical professionals, from residents managing student loans to practice owners preparing for an exit and clients pursuing financial independence. Its services include wealth management, retirement planning, investment strategies, tax optimization, student loan planning, and estate planning. The firm emphasizes tax-efficient strategies and tailors recommendations to each client’s goals, financial circumstances, and stage of life.

Dynasty Wealth Partners follows a structured process that begins with learning about a client’s priorities and reviewing their current financial picture. The team then presents recommendations, supports implementation, and conducts ongoing reviews at least four times a year, adjusting plans as clients’ lives and tax laws change. The firm is based in Toledo, Ohio. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, a FINRA member and SIPC member.