Fee-Only Financial Planner in Scottsdale, AZ
You have more money than ever.
Why doesn't it feel that way?
Planning for individuals and families building meaningful wealth.
Fee-Only · Fiduciary · Serving Clients Nationwide
QUOTED IN:
It doesn’t feel right and here’s why:
The old model doesn't serve new wealth:
No coordination , only portfolio management
An advisor who isn't aligned with you
Waiting to plan
Believing you just need to earn more
The new model is Dynamic Financial Planning:
One person seeing the whole picture
Fee-only
Starting now, with time for the right decisions to compound
Thoughtful structure that leads to meaningful wealth
The decisions you make between 35 and 45 are worth more than the 20 years that follow.
I’VE HELPED EMPLOYEES AT OVER 30 COMPANIES NAVIGATING EQUITY COMPENSATION AND BENEFITS: 
Four Common Situations I Help With.
Which one sounds like you?
Equity Compensation
"I've been doing well. I'm just not sure if I'm handling the equity side of things right."
- RSUs vesting with no coordinated tax strategy
- ESPP running in the background, under optimized
- Accounts in multiple places, nothing connected
- Good decisions individually but not coordinated
Growing Families
"We keep saying we'll get the financial stuff sorted after the baby. The baby is two."
- No will and insurance that hasn't been updated
- 529 they've been meaning to open for a year
- Income is high and the plan hasn't caught up
- Urgency is real but the system to act on it isn't yet
Liquidity Events
"Something changed overnight. I have more than ever and I don't want to get this wrong."
- Business sale or IPO that changed everything
- Getting advice is new and the stakes are real
- Sitting on cash while figuring out who to trust
- Knows the clock is ticking but not the first move
Inheritance
"I inherited more than I've ever managed and I don't trust the advisor that came with it."
- The relationship came with the money
- Something feels off but it's hard to name
- Paying a fee, not sure what for
- Wants a second opinion without starting a conflict
Yes
→ TAKE THE FIDUCIARY AUDIT™
Your advisor might still be running the old model. See exactly what you’re paying for and what to ask the important questions that will help you better understand your current relationship.
Do you already work with a financial advisor?
No
→ GET YOUR SLEEP AT NIGHT SCORE™
A few questions about your accounts and goals to help you identify any existing gaps. You get a score and can start to see what’s missing.
Fee-Only Financial Planner based in Scottsdale, Arizona
I built the firm I couldn't find for the people who needed it.
I spent over a decade at Northern Trust and a Beverly Hills family office. I saw how coordination worked for the wealthiest families.
My wife works in tech, we have three kids, and between dual incomes and equity vesting, I know that important financial decisions don't wait for a slow year. I built this firm for people in exactly that position, because I'm in it too.
I didn't trust how the old model treated new wealth. The service ultra-high-net-worth clients receive isn't the service everyone else gets.
I'm in your corner. I'm not selling you products. That’s how this firm is built.
Most advisors meet you once or twice a year and don't know your name until the meeting starts. I keep my client list small enough to actually know what's going on in your life.
An off-the-shelf CFP® professional or a professional that also has a decade of deep experience with successful individuals and families. You choose what matters.
Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients Nationwide"The hardest calls I take are the ones that come twenty years too late. People who did everything right except connect everything when it mattered most.”
— Anthony Syracuse, CFP®
What it feels like to have the right person in your corner.
CLIENT EXPERIENCES★★★★★"Kind, approachable... flexible, warm, willing to work with our crazy schedules... very personalized advice."
—Keena M.
★★★★★"For the first time ever, I feel confident about our financial future... He doesn't just respond when we reach out; he regularly checks in... 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 starts: Two complimentary calls. No pitch, no pressure.
01
Intro Call to Understand the Full Picture
Before anything is recommended, everything is reviewed together. Income, equity, taxes, insurance, cash flow, goals, not in silos. Most people are surprised by what surfaces when someone looks at it all at once.
02
Review Your Financial Snapshot & Your Planning Roadmap
A 12-month roadmap that sequences decisions in the right order. Not a document that sits in a drawer. A structure built to be implemented.
The Plan, Step 3
The roadmap tells you what to do. This is how it gets done.
I call this your Wealth Building Architecture™. Year One is the tax strategy, equity decisions, insurance review, estate basics, and cash flow structure from your roadmap, built and sequenced, with someone holding you accountable so it doesn't sit in a drawer.
What continues after Year One: the partnership adapts as your life changes, new job, liquidity event, another child. Investment management is available if you want it, optional, never required. The planning is the relationship. The investing is the extra.
Starting at $7,500
for Year One
No assets required. No percentage of your assets. You know exactly what you're paying and why.
You have two paths from here:
Two versions of you, five years from now.
IF NOTHING CHANGES
Decisions made alone, one at a time
Reactive when the market moves
Hoping it works out, without a way to check
Value quietly left on the table every year
Still meaning to get to it, two years from now
IF YOU BUILD THE RIGHT STRUCTURE
One coordinated plan, one person who sees it all
Prepared, not reactive, whichever way markets move
Positioned to be opportunistic, on purpose
Accountable implementation, not a plan in a drawer
Time working for you, compounding the small decisions
We can't control every part of life or the markets. We can control the decision to start planning. The choice is yours.
Frequently asked questions
Who do you typically work with?
I work with people building meaningful wealth through equity compensation, a business sale, or inheritance, often navigating growing complexity around taxes, investments, and major life decisions.
Many clients are in their 30s and 40s, though what matters more than age is being in a stage where coordination matters.
How is this different from a traditional advisor?
Many advisors focus primarily on investment management.
I help clients coordinate investments, taxes, equity compensation, cash flow, and major financial decisions so they work together as part of a broader plan.
That’s often the difference between advice and true planning.
How do fees work?
I’m fee-only, which means I’m compensated directly by clients, not through commissions or product sales.
Depending on the engagement, clients may work with me through one-year flat fee planning engagement that starts at $7,500 or an ongoing advisory relationship. Either way, incentives stay aligned.
I already have a CPA. Do I still need a financial planner?
Yes, because tax preparation and financial planning solve different problems.
Your CPA often looks backward while planning helps you make better decisions before tax consequences show up. That coordination can matter a lot.
Do I need a certain amount of assets to work with you?
No. Many clients are still building wealth through equity or income. Others have already accumulated significant assets.
The common thread is not a balance sheet threshold it’s wanting more thoughtful, coordinated advice.
Why not just use a robo-advisor, an AI tool, or do it myself?
They can work well for managing a portfolio. What they're less likely to catch is the blind spot specific to your situation, the kind of gap you won't notice until it costs you.
None of them coordinate your taxes, equity compensation, insurance, or estate plan around your actual life.
That's a structure problem, not a portfolio problem, and no matter how good the software gets, it still doesn't pick up the phone and call your CPA.
What does getting started look like?
It begins with a brief introductory conversation to see whether there’s a fit.
From there, we clarify priorities, outline a roadmap, and begin implementing changes in a deliberate sequence.
Clients usually feel greater clarity quickly.
Do you work with clients outside 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 STEPS
You have more money than ever. Let's finally make it feel that way.
No pitch. No pressure. Just clarity on whether this makes sense.