Dynamic Financial Advisors - Las Vegas

Dynamic Financial Advisors - Las Vegas is a client-focused financial planning firm located at 3057 E Warm Springs Rd Suite 400, Las Vegas, NV 89120. The firm specializes in retirement planning, investment management, and personalized wealth strategies for individuals and families throughout Las Vegas. They create customized financial plans that adapt to clients' changing life stages, from wealth accumulation to retirement and major transitions.

The firm was founded in 2024 by Keith Lund, CFP®, who created the business to offer a more personal, relationship-focused experience. It serves individuals, families, and business owners throughout the Las Vegas Valley and beyond, with a team that includes CFP® professionals and client service associates like Carolee Bates and Bree Ewbank.

Clients can schedule a free consultation call to start the conversation. The firm offers services such as personalized investment planning, tax-efficient financial planning, insurance and benefits analysis, education savings planning, and estate planning strategies. They also provide guidance on 401(k) plans and retirement income strategies.

The firm operates on a fiduciary commitment, meaning they are legally required to act in the client's best interest when giving advice or managing money. Their CFP® professionals bring advanced training in areas like investment management, retirement planning, tax strategies, and estate planning. They emphasize clear communication and long-term relationships to help clients feel informed and confident.

The firm operates as a registered investment advisor through LPL Financial, which is a member of FINRA and SIPC. They hold a California Insurance License # OE86735 and can discuss or transact brokerage securities business with residents of specific states including Nevada, California, and others. In emergencies, clients are directed to contact LPL Financial directly at (800) 558-7567.

The firm serves individuals, families, and business owners throughout Southern Nevada and across the country. They work with pre-retirees, retirees, high-income earners, and career-focused professionals to tailor strategies that fit their unique goals and risk comfort levels.

The firm's core values include people first, joy through service, radical transparency, integrity, better together, and constant improvement. They believe financial planning should feel approachable, personal, and built around the client's goals rather than being impersonal or overwhelming.

The firm offers direct access to the advisor, a dedicated client service associate, and the rest of the team, avoiding call centers. They pride themselves on being accessible and responsive, ensuring clients hear from real people who understand their specific situation.

The firm provides a variety of fee structures and believes in being upfront about how they are compensated, what clients are paying for, and how those fees are structured. They aim for no hidden agendas or confusing fine print in their pricing.

The firm helps clients navigate complex decisions such as whether to pay off a mortgage, which depends on the bigger financial picture including goals, cash flow, interest rates, and lifestyle. They emphasize that retirement planning is a moving system influenced by spending habits, timing, investment returns, inflation, taxes, and healthcare costs.

The firm's website includes a contact form and a link to view LPL's Client Relationship Summary. They also encourage clients to check the background of their financial professional on FINRA's BrokerCheck.

The firm's office hours are Monday through Friday from 8:30 AM to 5:00 PM. They can be reached by phone at (702) 508-8383 or via email at Admin@TeamDFA.com.

The firm's website states that they only collect and use personal information provided by clients for internal business purposes. They do not share or sell this information to any third parties for commercial or marketing purposes.

The firm's website mentions that SMS/text messaging requires active consent and that phone numbers provided for SMS are not shared. They also have an office closure and holiday schedule available for clients to check.

Dynamic Financial Advisors - Las Vegas is located at 3057 E Warm Springs Rd Suite 400, Las Vegas, NV 89120.