Dynamic Legacy Planning

Investment Management • Greenfield, Indiana, United States • 1-10 Employees

Company overview

Headquarters	17 N Pennsylvania St, Greenfield, Indiana 46140, US
Phone number	+13174777283
Websites	dynamiclegacyplans.com drbwlaw.com
NAICS	5231
Keywords	Investment Planning, Retirement Planning, Estate Planning, Taxes, Certified Private Wealth Advisor
Founded	2021
Employees	1-10
Socials

Key Contact at Dynamic Legacy Planning

Dan Tutrow

Director Of Client Services

Dynamic Legacy Planning Email Formats

Dynamic Legacy Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@dynamiclegacyplans.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@dynamiclegacyplans.com	100%

About Dynamic Legacy Planning

We are a firm dedicated to providing personal service to our clients. We provide Wealth Management direction, Investment planning and Estate Planning with the intentional focus on exceeding our clients' expectations. We strive to make it easy to navigate your financial future by providing hands-on attention to the needs of you and your family. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Dynamic Legacy Planning revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Dynamic Legacy Planning has never raised funding before.

Dynamic Legacy Planning Tech Stack

Discover the technologies and tools that power Dynamic Legacy Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Dynamic Legacy Planning is located in Greenfield, Indiana, US.

You can reach Dynamic Legacy Planning at +13174777283.

Dynamic Legacy Planning was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Dynamic Legacy Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Dynamic Legacy Planning

Dan Tutrow

Director Of Client Services

4.8

40,000 users