At Dynamic Capital Planning we are committed to thoughtfully guiding driven and compassionate individuals, families, and businesses toward financial freedom and the realization of their dreams. As a premier financial planning firm, we provide lasting financial independence by helping our clients grow and safeguard what matters most. Our comprehensive, multi-generational planning experience is tailored to meet each client's unique goals and objectives, ensuring their financial journey is as secure and fulfilling as their aspirations.
An award-winning team
We are thrilled to announce that Scott Marschall and Josh Dorfman have been recognized by Forbes as Best-In State Top Financial Security Professionals.
A heartfelt thank you to our dedicated Dynamic Capital Planning team, our incredible clients, and our valuable partnership with Northwestern Mutual.
This achievement would not have been possible without all of you!
FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS 2024
Forbes Best-in-State Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.