Fee-Only Financial Planning in Scottsdale, Arizona
You have more money than ever. Why doesn't it feel that way?
For high-earning families, tech professionals, and business owners in their 30s and 40s. Built for the years when growth and protection matter equally.
Fee-Only · Fiduciary · Scottsdale, AZ · Serving Clients Nationwide
AS FEATURED IN: 
Fee-Only Financial Planner based in Scottsdale
Anthony Syracuse, CFP®
Hi, I'm Anthony.
I'm a CFP® and founder of Dynamic Financial Planning. Before starting the firm, I spent over a decade at Northern Trust and a Beverly Hills family office working with ultra-high-net-worth families.
The advice was strong. The model wasn't built for most people.
It worked if you were retired and wealthy — not if you were still building it.
I started Dynamic FP to change that.
I work with high earners in their 30s and 40s — often in tech or corporate roles — with meaningful assets and real complexity: equity comp, growing families, decisions that compound on each other.
It's a stage of life I know personally. I'm a dad of three, navigating the same tradeoffs my clients face.
Most advisors manage investments. I focus on how everything works together — income, equity, taxes, major decisions — so nothing falls through the cracks and you're not making a big mistake when it matters most.
Family office experience. Fee-only structure.
Certified Financial Planner™ | Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients NationwideI’VE HELPED EMPLOYEES AT OVER 30 COMPANIES NAVIGATING EQUITY COMPENSATION AND BENEFITS: 
In Their WordsThe service you and your family deserve.
★★★★★"Kind, approachable... flexible, warm, willing to work with our crazy schedules... very personalized advice."
—Keena M.
★★★★★"He doesn't just respond when we reach out; he regularly checks in... for the first time ever, I feel confident about our financial future... I refer Anthony to colleagues and friends constantly—probably more than he realizes."
—Kofi A.
★★★★★"An absolutely incredible partner... insightful and actionable advice in both financial planning and investments... you can definitely tell that he cares about you as a person."
—Nick D.
★★★★★"Explained complex financial concepts very simply... personalized approach... responsive and timely."
—Mohul K.
Disclosure: Dynamic Financial Planning LLC has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. No conflicts of interest exist regarding these testimonials.HOW IT WORKSPlanning that moves with your life
Built around your compensation, your family, and the decisions in front of you.
Fee-Only. No Conflicts.
You pay for advice—not products or percentages.
So every recommendation is made in your best interest, not mine.
One Advisor. Start to Finish.
You work directly with Anthony — a CFP® that spent a decade across Northern Trust and a Beverly Hills family office.
Someone who knows exactly how this is supposed to work for you.
Built Around You. Not a Model.
Most advisors put you in a portfolio template and call it a plan.
You deserve better than cookie-cutter advice. Your income, family, equity, and goals are unique — your plan should be too.
Everything Working Together - Finally.
Your income, equity, taxes, and major life decisions don't exist in isolation.
We plan around your full picture, so nothing falls through the cracks.
Common Questions Frequently asked questions
Who do you typically work with?
I work with high earners in their 30s and 40s—often in tech or corporate roles—who are building careers, raising families, and managing increasingly complex finances.
It’s a stage of life I’m in myself, so I understand both the numbers and the real-world tradeoffs behind them.
How is this different from a traditional advisor?
Most advisors focus on managing investments and meeting once or twice a year.
I focus on how everything works together—your equity, taxes, cash flow, and major decisions—so you’re not making important choices in isolation or starting from scratch each time something changes.
How do you get paid?
I’m fee-only. That means the only money I make comes directly from you.
No commissions. No product sales. No incentives tied to your account balance—just straightforward advice aligned with your situation.
I already have a CPA—do I still need a financial planner?
Yes, because the roles are different.
Your CPA focuses on filing accurately based on what already happened.
I help you make decisions throughout the year so there’s less guesswork, fewer surprises, and better outcomes when it’s time to file.
What happens after we get started?
I start by getting a clear picture of where you are—income, equity, taxes, and the decisions in front of you.
From there, we build a clear roadmap with specific actions and priorities before we get started.
Within the first 90 days, you’ll know what we need to do, in what order, and we will start implementing changes to make everything fit into the bigger picture.
Do you work with clients outside of Arizona?
Yes. While I’m based in Scottsdale, I work with clients nationwide through a fully virtual process—so you can get the same level of guidance regardless of where you live.
FEATURED BY THE FOLLOWING PROFESSIONAL ORGANIZATIONS:
NEXT STEPSYou've built something real. Now let's make sure it's all working for you.
Book a complimentary intro call.