FOUNDER SPOTLIGHT
Meet Dylan T. Franzten
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.
Originally from Switzerland and now living in the USA, Dylan brings a global perspective to wealth management. 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.
WHY IVORY OAK CAPITAL
Our Core Values
WORK PROCESS
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TESTIMONIALS
Client Experiences
Working with Dylan has been transformative for our financial planning. His evidence-based approach and clear communication give us confidence in our retirement strategy. We finally feel like we have a comprehensive plan in place.
Sarah & James M.
Dylan's expertise with equity compensation has been invaluable. He helped us navigate complex stock option decisions and integrate them into our overall financial plan. His proactive communication keeps us informed every step of the way.
Jennifer K.
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.
OUR SKILLS
Professional Main Services
We provide an extensive range of professional services and a high degree of specialization. See our exceptional service.
Ready to Take Control of Your Financial Future?
Schedule a free consultation with Dylan T. Franzten to discuss your financial goals and explore how personalized wealth advice can help you achieve them.