 
                Dylan T. Franzten brings 12 years of experience in comprehensive financial planning and investment management. He founded Ivory Oak Capital to provide personalized, evidence-based wealth advice to individuals and families seeking a direct relationship with their advisor. Dylan holds certifications and is committed to fiduciary service, putting your interests first in every decision.
Working with Dylan means having direct access to the person managing your financial future—no layers of junior advisors or account managers. Every client receives personal attention, thoughtful planning, and proactive communication.
Dylan is a certified public accountant and financial planner with over 12 years of experience in the industry. He has worked with clients in a wide range of industries, including healthcare, technology, and real estate. Dylan has a proven track record of success in helping clients achieve their financial goals and build a strong financial future.
 
               
              Testimonial Disclaimer: These testimonials reflect the experiences of individual clients and may not be representative of all client experiences. Past performance and client satisfaction do not guarantee future results. Individual results may vary based on personal circumstances and market conditions.
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Schedule a free consultation with Dylan T. Franzten to discuss your financial goals and explore how personalized wealth advice can help you achieve them.