INDEPENDENT REGISTERED INVESTMENT ADVISOR
Fee-Only Financial Planning for Millennials
✓ Minimize your annual tax bill
✓ Optimize your investments and equity compensation
✓ Protect your assets and your family
✓ Build generational wealth
✓ Achieve your goals and enjoy life
Virtual Financial Planning
Based in Scottsdale, AZ
We help clients at the following companies (and more):
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Millennial high-net-worth individuals & families looking for expertise and guidance on managing and preserving their assets.
Dynamic FP is right for you if…
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New wealth searching for helpful advice on how to structure their financial life in a “no pressure, no sales” environment.
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High earners, not rich yet (HENRYs earning $250K+) that want to build wealth but do not fit into the traditional business model.
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Portfolio performance is your top priority. You want to buy the “hot stocks” or to invest in the latest “hype”.
Dynamic FP is NOT right if…
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Your immediate needs are your priority and you draw down your portfolio frequently for personal expenses.
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Your income is less than $250,000 combined and you do not own additional assets.
Our unconventional approach provides you with advice on your terms and much more.
What makes Dynamic FP better?
A focus on optimizing your life
Maximizing your investment portfolio is not the overall goal. We focus on helping you live a full life by collaborating to define your vision and creating the path for you to make it a reality.
A disciplined approach
Our process helps you understand what you are investing in and why. We balance risk to match your lifestyle and goals. Taking a long-term view allows us to help you stay the course.
We prepare you for transitions
We advise clients on how to prepare for and navigate major life transitions. We help clients make better decisions and we also help them avoid major mistakes along the way.
We are on your team
We act as a Fiduciary. This means that we are legally obligated to act in your best interest. We sit on your side of the table. Our structure allows us to help you make financial decisions that are best for you.
Unrivaled fee transparency
Fees should not be a surprise after you visit the doctor or after you receive financial advice. This is a fee-only firm. There are no hidden fees or sales commissions. You will know what to pay ahead of time.
No account minimums
Our pioneering model allows access to the kind of advice typically reserved for the wealthiest. We offer hourly advice, financial planning only, and financial planning and investment management.
Anthony Syracuse, CFP®
Founder
Our strategy begins with understanding who you are, where you are headed, and where you want to go.
Our process helps you chart a clear path forward.