Fee-Only Financial Planner in Scottsdale for High-Earning Professionals & Families
Modern Financial Planning for Your Wealth-Building Years
Based in Scottsdale, Arizona. Working with high-earning families across Scottsdale, Phoenix area, and nationwide.
Featured in:
Fee-only. Independent. In Your Corner.
Let’s Make a Plan that Actually Works for You.
Download your free PDF Guide:
6 Reasons You Deserve a Fee-Only Fiduciary in Your Corner
Plus: Get tips and insights to help you make smarter decisions on your wealth building journey.
The Dynamic Approach
Anthony Syracuse, CFP® Founder
Hi, I’m Anthony.
Certified Financial Planner™ and father of three.
Modern financial advice doesn’t require you to hand over your investments.
It’s based on a proven process that educates & empowers you to make impactful decisions that drive life changing outcomes.
We’ve helped employees at the following companies (and more):
Why high earners and families in Scottsdale choose Dynamic Financial Planning
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.
I help prepare you for transitions
We advise you on how to prepare for and navigate major life transitions. We help you make better decisions and avoid major mistakes along the way.
I’m on your team
We act as a Fee-only Fiduciary. We don’t sell products and we are legally obligated to act in your best interest. We’re in your corner. This structure allows us to help you make financial decisions that are truly 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.
A Clear, Structured Wealth-Building Architecture
Comprehensive Wealth Building Architecture™ (WBA)
The signature planning experience gives you a clear, actionable roadmap for every area of your financial life without the overwhelm.
You’ll receive:
A comprehensive plan tailored to your goals, values, and lifestyle
Six implementation meetings to turn insight into action
Estate planning made easy, including Trust & Will’s “Trust Service”*
A dedicated CPA referral, connecting you with a tax professional who works with clients like you**
Ideal for individuals or couples who want clarity, structure, and professional guidance to organize their finances and optimize their growth.
Advanced Wealth Planning & Investment Strategy (WBA+)
A trusted partner beyond the plan itself. Combines strategic planning that grows with you, professional investment management, and ongoing support.
You’ll receive everything in WBA, plus:
Investment management, fully integrated with your financial plan
Quarterly check-ins to review progress, markets, and life changes
Proactive updates to keep your strategy aligned as life evolves
A long-term relationship with a fiduciary to get the peace of mind of knowing someone’s watching out for you every step of the way
Perfect for professionals in their wealth-building years who want more than a plan, they want partnership, perspective, and progress.
The Dynamic FP Guarantee: I guarantee satisfaction or you receive a full refund within the first 60 days of your service. No questions asked.
Disclosures:
*Additional fees may apply for attorney review, notarization, or property retitling through Trust & Will.
**CPA services are billed separately and provided by a third party.
Dynamic FP receives no referral compensation for accountant (CPA), estate plan, or for investment product recommendations.
