Scottsdale, Arizona · Serving high-earning families nationwide
Fee-Only Financial Planning in Scottsdale for High-Earning Professionals and Growing Families
Modern financial advice designed for the complexity of your life.
No commissions, no conflicts—just clear guidance.
Featured in:
High-earning families navigating complexity
Tech professionals with equity compensation
Financial Planning for High Earners, Tech Professionals, and Parents in their 30s & 40s
Who We Work With
Professionals making major financial decisions
Individuals managing or anticipating significant wealth
If your financial life has become more complex, this is likely for you.
Most High Earners Are Building Income, Not Wealth
You're earning well, saving consistently, and making smart moves.
But beneath the surface, complexity is growing faster than your income.
Equity compensation complexity
RSUs, ISOs, ESPPs—you're accumulating equity faster than you can plan for it.
Career transitions
Should you take that new offer? Start a company? Exercise those options?
Family planning decisions
Daycare, schools, aging parents—major decisions with long-term implications.
Tax optimization gaps
You're paying too much in taxes, but don't have time to figure out the strategies.
High income creates opportunity. Without structure, it rarely becomes lasting wealth.
WHY IT HAPPENS:
Why Financial Complexity Increases as Income Grows
As income grows, life changes. Equity, taxes, family, and time constraints increase.
Most people don't need more information. They need a system.
Without coordination, wealth is lost through taxes, risk, and unstructured decisions.
This is where real planning begins.
____ INTENTIONAL DESIGN
THE SHIFTThe Shift from High Income to Lasting Wealth
A Financial Planning Process Designed for High Earners
WEALTH PROGRESSIONSTAGE 01Responsible High Earner
Strong income, consistent saving. But no coordination between accounts, equity, or taxes.
STAGE 02Pre-Rich
Wealth forming visible. Complexity rising. Decisions becoming higher stakes.
STAGE 03Wealth Builder
System implemented. Cash flow, investments, equity, and taxes working together.
STAGE 04Strategic Wealth Builder
Fully optimized. Intentional decisions across every dimension of financial life.
Structure is what moves you forward.
Fee-Only Financial Planner in Scottsdale
Hi, I'm Anthony.
I spent a decade at Northern Trust and a Beverly Hills family office serving ultra-high-net-worth families. The work was great. The model wasn't — it only worked for people who were already ultra-wealthy.
I built Dynamic FP for the high earners who deserved that same level of advice but couldn't access it.
As a CFP® and father of three, I know the complexity you're navigating — equity compensation, career decisions, a growing family, and not enough hours in the day to figure out if you're doing it right.
Modern financial advice doesn't require you to hand over your investments. It's built on a process that educates and empowers you to make the decisions that actually move the needle.
Anthony Syracuse, CFP® Founder
✓ Certified Financial Planner™ (CFP®)
✓ Fee-only fiduciary advisor
✓ Focus on equity compensation planning
✓ Scottsdale-based, serving families nationwide
I’VE HELPED EMPLOYEES AT THE FOLLOWING COMPANIES (AND MORE)Apple
ServiceNow
NVIDIA
Meta
DoorDash
Amazon
MongoDB
Spotify
Box
Salesforce
Microsoft
What This Creates
You wake up knowing exactly where you stand.
WITHOUT A SYSTEMOverwhelmed by options
Uncertain about big decisions
Reactive and stressed
Working alone
WITH DYNAMIC FP Clear on your next steps
Confident in your choices
Proactive and in control
Supported by an experienced partner
FEATURED BY THE FOLLOWING PROFESSIONAL ORGANIZATIONS:
NEXT STEPWorking With a Fee-Only Fiduciary
Financial Advisor
If you're navigating equity, family, and financial complexity, the next step isn't more information. It's structure.
FEE-ONLY FIDUCIARY CFP® PROFESSIONAL NAPFA MEMBER NO SALES OR COMMISIONS