Your Trusted Partner in Financial Prosperity and Peace of Mind

Helping physicians and surgeons maximize their wealth through unique tax-efficient strategies and personalized retirement planning—

Because your financial health deserves as much attention as the patients you serve.

Your Trusted Partner in Financial Prosperity and Peace of Mind

At Dynasty Wealth Partners, we specialize in empowering physicians and surgeons at every stage of their financial & professional journey. From Doctors in Training just beginning their careers, to Aspiring Affluents striving to grow their wealth, to Financially Independent Physicians enjoying the rewards of their hard work, we provide personalized strategies that address the unique financial challenges of the medical profession.

Our focus on strategic wealth management, tax efficiency, and retirement planning ensures that your financial health remains as robust as the care you provide to your patients. With a deep understanding of your profession's demands and aspirations, Dynasty Wealth Partners is dedicated to helping you achieve lasting prosperity and peace of mind.

Struggling with peace of mind?

Personalized financial solutions for physicians and surgeons

Wealth Management/Investment Strategies

Retirement Planning

Student Loan Optimization

Tax Optimization

Estate Planning/Legacy Planning

Wealth Management

Retirement Planning

Tax Optimization

Student Loan Optimization

Investment Strategies

Estate Planning/Legacy Planning

Don't worry, we can help!

We Specialize In Helping physicians with tailored strategies for wealth management, retirement planning, student loan optimization, tax efficiency, and legacy building—so you can focus on saving lives while we secure your financial future.

Meet our Founder + CEO

Gary Kauffman

Gary is the founder of Dynasty Wealth Partners, a firm dedicated to helping physicians and surgeons navigate the complexities of financial planning. His passion for starting his business is driven from watching his step father’s family business grow as a child and seeing the impact that it could have on their family, clients, and community.

With a deep understanding of the unique challenges faced by medical professionals, Gary specializes in strategic wealth management, tax efficiency, and retirement planning. With years of experience and a passion for empowering others, Gary is committed to guiding doctors through every phase of their financial journey—whether they are in training, aspiring affluents, or achieving financial independence. Gary has been recognized by Forbes and MDRT as a top 100 financial planning professional in the country.

Outside of work, Gary enjoys playing tennis and golf with clients and friends, watching the UFC and College Football, and long walks through the park with his wife, Julia, and golden retriever, Kipper.

What some of our clients say

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Zane Giffen

Urologist

Jeff and Emily

Physician

Evan Guffey

CRNA

Kevin and Angela

Orthopedic Surgeon

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Copyright 2025. Dynasty Wealth Partners. All Rights Reserved.

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