Before this arrangement, the RIA team had been at Goldman Sachs.

DecisionMap, an RIA launched in October 2023, is going down an independent route by working with Dynasty Financial Partners to use its wealth tools and services, Dynasty says.

Headquartered in Great Falls, Virginia, DecisionMap was co-founded by CEO Paul Bennett, and president Mark Weber. 

Luke Bennett, managing director, runs the firm’s Atlanta, Georgia office. Sandy Sitler serves as vice president of client service and Luke Avery as associate vice president, relationship manager. The team was formerly with United Capital, the business later sold to Goldman Sachs. (That M&A deal was not a success, as this article by US correspondent Charles Paikert says.)

The DecisionMap founders’ business philosophy advocates for sound decision-making with a focus on behavioral finance and economics.

“This is not our first rodeo – we have been independent before,” explained Weber said in a statement.

DecisionMap plans to expand strategically with a focus on 401ks via Pontera, alternative investing, and incorporating digital asset structures as well as M&A activity.

“As if market trends weren’t pointing to the value of RIA independence enough, DecisionMap’s return should sound the horn,” Shirl Penney, CEO of Dynasty Financial Partners, said.

DecisionMap has chosen Schwab and Fidelity as custodians, MoneyGuide Pro as financial planning software, and BlackDiamond for financial reporting.