Dynamic Advisor Solutions, operating as Dynamic Wealth Advisors, has expanded its national footprint by adding Charleston-based Capasso Planning Partners to its network. The deal, announced this week, marks the firm's first partnership in South Carolina and brings its total assets under administration to more than $7 billion.
Capasso Planning Partners, founded in 2018 by managing partner Charlie Capasso, oversees approximately $260 million in client assets. The firm operates under a family office advisory model, serving individuals, families, and business owners with a focus on long-term financial planning. Capasso, who spent nearly two decades advising and building RIAs in Charleston, Chicago, and Lake Tahoe, Nevada, said the partnership "allows us to enhance the resources and capabilities available to our clients while continuing to operate with the independence and fiduciary focus that defines our firm."
The addition brings Dynamic's network to roughly 88 advisory practices nationwide. The firm provides affiliated advisors with integrated support across technology, compliance, investment management, and operations. "Expanding into South Carolina is a meaningful milestone for Dynamic and it's an honor to do so alongside a firm that shares our commitment to thoughtful, client-centered planning," said Steve Kulesza, Dynamic's chief business development officer.
In a separate development, Rossby Financial, an open architecture enterprise RIA based in Florida, has named Lindsay Evans as its new chief operating officer. Evans brings a background outside of financial services, having previously served as vice president of product at Kare, a caregiver connector technology company, and as director of product management at Uniguest. She has also held customer advisory board seats at Checkr and Twilio.
Andrew J. Evans, founder of Rossby, said the hire reflects the firm's approach to doing things differently. "Rossby has become known for being the firm that doesn't just do things because that's the way they've always been done," he said. "Lindsay's experience and perspective has been invaluable as we continue to move our firm forward." The announcement follows the recent launch of Rossby's Advisor Profitability Calculator, which allows practices to assess whether their current operating model is financially optimal.
Meanwhile, Balefire Wealth, a planning-led SEC-registered investment adviser serving ultra-high-net-worth families, founders, executives, and institutions, announced that Sarah Schmitz has joined the firm as senior corporate solutions advisor. Schmitz brings more than 25 years of experience in retirement plan consulting and employee benefits, with prior roles at Principal Financial Group, True North, and Encana Corporation.
Balefire offers integrated wealth management, tax strategy, estate planning, and corporate solutions. With her record in the retirement plan space, Schmitz adds to the purpose-driven RIA's offering for ultra-high-net-worth families, founders, executives and institutions. Holding the RPA, CEBS, and CPFA designations, among others, Balefire said Schmitz is one of the most extensively credentialed retirement plan advisors in the country. In her new role, she will work with employers, nonprofit organizations, and business owners on plan design, fiduciary responsibility, and employee financial wellness.
"The firm's integration across disciplines and genuine focus on long-term impact rather than transactional relationships aligns perfectly with the way I want to work," Schmitz said. As advisors navigate market volatility and evolving client needs, firms like Balefire are emphasizing holistic planning frameworks over static assumptions, a trend highlighted in a recent InvestLin analysis of dynamic planning approaches.
The moves come amid broader shifts in the RIA space, with firms expanding geographically and adding specialized talent. For advisors, the ability to offer comprehensive services—from retirement planning to tax strategy—remains a key differentiator. As annuity sales reach a record and advisor adoption climbs, the demand for credentialed specialists like Schmitz is likely to grow.
