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Octagon Financial Services, a Specialty Advisory Firm with a Focus on Professional Athletes, Aligns with Dynasty Financial Partners

One of the most recognized names in the financial arena among professional athletes, entertainers and celebrities, Octagon Financial Services (OFS), has become the most recent independent investment advisory firm to select Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.

Octagon is the world’s largest sports and entertainment management and marketing company with 30 years of industry experience. A key component of the agency’s offering is its in-house financial services division, known for its expertise in serving the unique financial needs of the professional athlete and entertainer. In choosing Dynasty’s customized investment platform and reporting tools, OFS is continuing its leadership position in the industry.

“Our clients generate a lifetime of earnings over a short period of time. For 30 years, we have helped them manage their wealth - from first contract signing through retirement and beyond,” said Jan Plewes, Managing Director of OFS. “We feel that Dynasty expands our investment platform and delivers top level execution in one customized, integrated package.”

OFS provides strategic financial planning, investment advice, bill pay and many other concierge-like services to professional athletes and entertainers, helping them manage their daily lives away from the field/studio. Frequently called upon by media outlets, business schools, sports business conferences and others, OFS is the go-to resource for financial advice in sports and entertainment industries. OFS clients include elite athletes such as Olympic gold medalists, NBA, NHL and MLB All-Stars, and NFL Super Bowl Champions, among many others.

“For our clients, capital preservation and financial planning are the most crucial elements,” said Frank Zecca, one of the agency’s Senior Vice Presidents. “Their peak earning years typically occur at a very young age and their assets have to provide security far after their careers come to an end. This requires thoughtful management, budgeting and investment expertise. It is our job to make sure that our clients are in a position to support their families and maintain their standard of living throughout their lifetime, and ultimately create a legacy for many generations to come.”

“We are thrilled to be welcoming a prestigious firm like OFS, who serves such a focused client base with unique needs to the Dynasty Network,” says Shirl Penney, President and CEO of Dynasty Financial Partners. “One of the many things we feel we can deliver is solutions for these types of clients that may not fit into a more traditional model. OFS has built a successful practice for three decades as an independent RIA and we believe our platform is superior to their existing solutions and allows them to save time and money, gain access to new capabilities, and most important, better serve their clients.”

About Octagon

Octagon, the inaugural winner of the “Sports Agency of the Year” Award by the Sports Business Journal, is the world’s largest sports and entertainment management and marketing company with global expertise in athlete, broadcaster and entertainment management, corporate consulting, events, property representation, marketing solutions, licensing, merchandising and talent procurement. As part of The Interpublic Group (NYSE:IPG), one of the world’s leading organizations of advertising agencies and marketing services, Octagon employs more than 800 people in 22 different countries around the world. For further information please visit: or follow us on Twitter: @Octagon_AP.

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates the finest wealth management capabilities for the industry’s leading independent investment advisor teams. Dynasty offers a customized open-architecture platform of wealth management solutions and technology to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit


Alyssa Romano, 703-905-3390
For Dynasty Financial Partners
Sally Cates, 212-373-1000
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