About
Anthony Syracuse, CFP ®
Founder + Wealth Advisor
Our philosophy and values drive the model that enables us to deliver advice in an unconventional way to reach you.
Our Story
Prior to starting Dynamic FP, I spent a decade working with the wealthiest families at Northern Trust in Chicago and Los Angeles and at a family office in Beverly Hills, CA.
I specialized in exceptional client service and designing better investment portfolios to help clients achieve their goals. The problem for me was that the wealth management business model only allowed me to serve those that were already ultra-wealthy.
This encouraged me to search for more and rethink my purpose.
What unconventional approach would allow me to serve the up-and-comers, the families of creators that were making sacrifices now on their path to building something special?
These people deserve better advice and I wanted to share my perspective with them.
I decided to trek my own path to design a unique and flexible approach that provides this type of access. I want to do it differently. I want to educate and empower my clients and deliver advice with full transparency and honesty. I want to grow with my clients and build a partnership that helps them achieve more while they focus on what matters most.
Otherwise, what’s the point?
Background
Anthony Syracuse, CFP ® Founder + Wealth Advisor
About Me
Money is emotions. It’s difficult to manage this connection on your own no matter how much you have. My message for you is to take control and stop worrying. Go do the things that you enjoy and be present for important moments with your friends and family. Don’t check your accounts daily. Don’t always wonder if you have enough.
Our process of planning and investing allows you to take a step back to prioritize and focus on what is most important to you. Besides your health, there is nothing more important to help you live a full life than making a solid financial plan. That’s where we step in and partner with you.
My wife and I moved back to Scottsdale, AZ after being away for the last decade. It has been wonderful to reconnect with friends and family in the desert. We have two small children and enjoy the hiking trails in our backyard, eating great Mexican food, and testing our skills on the pickleball courts. In the summer, we look forward to cooler temperatures at the beach and on the water sailing in Southern California.
Experience
A decade of working with ultra-high-net-worth individuals and families.
At Northern Trust in Chicago and in Los Angeles
Family office in Beverly Hills, CA
Certifications & Education
Certified Financial Planner™
Bachelor of Science, University of Arizona
Eller College of Management & The McGuire Center for Entrepreneurship
Planning is essential
Money is emotions. When emotions takeover your behavior changes and you panic. You have a lot to focus on already with work and family. Rely on a well-constructed plan to guide you and give you peace of mind.
Our Philosophy
Smarter investing leads to better outcomes
Stock picking and market timing statistically do not work as a strategy. We design an optimized portfolio that gives us confidence that you can achieve your goals.
Stay invested
You can successfully navigate volatility in markets and remain focused on the long-term when you have a plan that helps you believe in the process. The only sure way to “win” in investing is to stay invested for the long run.
Focus on what matters most
Trust in our disciplined approach and thoughtful perspective to guide you at every stage in life and enjoy the freedom that follows.
Our Values
Partnership
We partner with you and we are committed to your long-term success.
Independence
We have a clear focus and it is on what is best for you. We act as a Fiduciary. We are a fee-only firm that does not receive compensation for products, funds, or from professionals that we recommend.
Integrity
We do what we say. We are here to answer your questions and educate you on the process with honesty and transparency.
Technology
We thoughtfully evaluate and leverage the best tech for our clients that allows us to create simplicity and automate our process to make it better for you.