Dynasty Family Office

The Our Story page states

"Molly Grubb is the Founder of Dynasty Family Office, the premier personal CFO firm for helping business owners achieve greater success." It says she "has served organizations from a wide variety of industries and size, helping CEOs define their purpose and create a system that will multiply their success," and that "After watching her family's success evaporate due to no plan or system, she built a system that is easily customizable to any CEO." The page describes her as a speaker who "loves connecting on stage with audiences," a runner and cyclist, a traveller and a Buckeye fan. The firm's stated vision is to "help bring focus, clarity and, most importantly, appropriate resources and process to help you achieve what is important to YOU," and its motto is given as "build wealth, live life and empower others." The published team roster lists Jonathan Messimer, Chief Investment Officer; Serena Concepcion, Paraplanner; Robert Mora, Chief Marketing Officer; and a back office of Christopher Joswick, VP of Operations; Seth Wright, Life Consultant; Marc S. Rogers, Consultant; Jerry Monyok, VP of Annuity Distribution; Jake Jacobsen, Compliance for DFO; Mandy MacDonald, Life Case Manager; and Kelsey Kantro, Contracting. Preferred partners named are Greg Smith ESQ (1031 Exchange, IPX), Judd Depew CEO (Pension Design Group) and Bryan Wade CEO (Universal Pay). The site publishes no professional designations, licence numbers, Series registrations, CFP or CFA credentials, degrees, or years in business for any person listed.

grubbwealth.com returns a 301 redirect to dynastyfamilyoffice.com, the site of Dynasty Family Office (DFO), founded by Molly Grubb. Under the heading "WHAT WE DO" the site lists four service areas and describes each in its own words: "Wealth Transfer — The process of transferring assets resources, knowledge, and values from one generation to another"; "DYNASTY PROTECTION — Protects your wealth in the even of an unexpected life event and shields your wealth and future earning capacity"; "DYNASTY BUILDING — We Focus on Various strategies such as tax mitigation and cash flow planning, so that our clients can strive to protect and increase wealth"; and "PHILANTHROPY — A charitable gift made to a nonprofit organization to help it accomplish it's goals for which the donor received nothing of value in return." The home page describes the audience as "family business owners and retirees" and says the firm helps them "design, build and protect their wealth" through "cutting edge technology and holistic planning." The Our Story page calls DFO "the premier personal CFO firm for helping business owners achieve greater success." The site also mentions building "a custom digital client portal that consolidates all of your assets in one place" and assembling an "Expert Board" of outside specialists. Insurance is referenced only in the legal notice, which states insurance products are offered through separately named entities and individually licensed agents. The website does not publish a detailed services or product list beyond these headings, and it does not describe any specific investment, tax, insurance or retirement strategy. Questions about whether any service fits a particular situation should go directly to the firm by phone at 614-461-3205.

Lists Worthing as a location. Names Ohio as a service area. Areas beyond these are not published.

Dynasty Family Office does not publish any prices, price list, cost, rates, fees, commissions, hourly charges or package pricing anywhere on its website. There is no fee schedule, no assets-under-management percentage, no flat-fee figure, no quote form with pricing, no estimate tool, and no published account or asset minimum. Anyone asking what the firm costs cannot be given a number from the site, and no figure should be guessed, estimated or inferred. The only place the site refers to fees is the legal notice, which states verbatim: "A copy of Dynasty Financial Planners's current written disclosure statement discussing Dynasty Financial Planners's business operations, services, and fees is available at the SEC's investment adviser public information website –www.adviserinfo.sec.gov or from Dynasty Financial Planners upon written request." That disclosure statement, the Form ADV brochure, is where an adviser's fees are described; the site links to https://adviserinfo.sec.gov/firm/summary/288431. The practical route to a quote or an estimate of cost is to request the disclosure brochure in writing or to raise pricing on the introductory call, which the site describes as "just a quick conversation to see if we are a good fit!" Appointments are requested through the Make An Appointment form on the Contact page or by calling 614-461-3205. The site publishes no refund, cancellation or contract terms.

The Dynasty Process page sets out six numbered steps, published in this order. 1. DISCOVERY: "Let's get to know each other and discuss your values, assets interests, relationships and goals. This will help to uncover and identify potential gaps and determine if we are a good fit." 2. VISION: "We identify your personal wealth gaps before building an implementation strategy to exploit those gaps so you can achieve your Dynasty Vision faster." 3. UNITE: "We don't work with everyone. Our mission is to partner with clients for the long term. If you meet the requirements then we will prepare our partnership paperwork so our relationship is fruitful." 4. ORGANIZE: "We will build a custom digital client portal that consolidates all of your assets in one place." 5. EXECUTE: "We curate your Expert Board of specialists under one roof." 6. EXPERT BOARD: "A custom team of high-level professionals selected for your specific needs to execute the Dynasty Plan." The site states the firm does not work with everyone and that prospective clients must "meet the requirements," but it does not publish what those requirements are — there is no stated asset minimum, account minimum, net worth threshold or client type restriction anywhere on the site. The home page frames the first contact as low-commitment: "It's just a quick conversation to see if we are a good fit!" To book that first conversation, use the "Make An Appointment" button on the Contact page or call 614-461-3205.

The Contact page publishes one office. The address, quoted exactly, is: "Home Office: 219 W Dublin Granville Road, Worthington, Ohio 43085". Worthington sits just north of Columbus, Ohio. The published phone number is 614-461-3205, the fax is 740-616-8004, and a mobile number for founder Molly Grubb is listed as 740-507-4244. Email addresses appear on the page but are masked by the site's spam protection, so no email address can be quoted from the published page — callers should ask the office for it. The page invites visitors to "Schedule your consultation" and says "Let's get on a call to chat on how we can help you build your dynasty." Booking runs through a "Make An Appointment" button that opens a request form on the page itself; the site does not publish a third-party scheduling link, a calendar, or a self-serve booking page. The site publishes no business hours, no days open, and no response time — anyone needing hours should call. It also does not publish a service area, a list of areas served, additional branch locations, or the states in which the firm is registered; the legal notice says only that the firm "may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements." A second appointment form on the same page is for speaking and podcast requests rather than client work.

The Legal Notice page carries the firm's own disclosure language. Quoted verbatim: "There are no warranties implied. Dynasty Financial Planners (DFO), ("RIA Firm") is a registered investment adviser located in Worthington, Ohio. Dynasty Financial Planners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements." A separate block on the same page reads: "Investment Advisory Services are offered through Dynasty Family Office, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions." An earlier paragraph instead names the insurance entity: "Insurance products and services are offered and sold through Dynasty Insurance Planners and individually licensed and appointed insurance agents." The page therefore uses three entity names — Dynasty Financial Planners, Dynasty Family Office and Dynasty Insurance Planners — without explaining the relationship between them; that ambiguity should be put to the firm rather than resolved by assumption. The page describes the adviser as a registered investment adviser and says nothing about any broker-dealer affiliation. The site links to https://adviserinfo.sec.gov/firm/summary/288431 for registration and disclosure information. It also states: "This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice." It further notes that "securities cannot be purchased, sold or traded via e-mail or voice message system" and that insurance coverage cannot be bound, altered or cancelled that way. The privacy policy is dated "Last Updated: 3/19/2025" and includes SMS terms with opt-out by replying STOP and help at (614) 461-3205.