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
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Most people aren't sure if they're on track.
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A FEW QUICK QUESTIONS. NO COMMITMENTFee-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, where I saw how the wealthiest families actually operate: someone is always looking at their whole picture.
That coordination was the real advantage, and it was locked behind minimums and percentage fees. I left to build the firm I couldn't find for the people who needed it most.
WHY THIS IS PERSONAL:
My wife worked in tech. I know what it's like to face the same equity decisions my clients do, and to build real flexibility from getting them right.
Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients NationwideWHO I HELPGrowing 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, or 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 on the first move
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
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
The building years are when it matters most. Here’s the relationship opportunity:
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.
03
Wealth Building Architecture™
This is where most plans fail. It’s not in the design; it’s in the execution. You will stay accountable to the roadmap with an implementation partner alongside you. That is the relationship. That is the value.
04
Ongoing Partnership to adapt as life changes
New job. Liquidity event. Another child. The structure adapts with you. You have someone who already knows your whole picture when something changes.
"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.
I’VE HELPED EMPLOYEES AT OVER 30 COMPANIES NAVIGATING EQUITY COMPENSATION AND BENEFITS: 
Frequently asked questions
Who do you typically work with?
I work with high earners, equity-compensated professionals, and families building meaningful wealth 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 flat-fee planning or ongoing advisory relationships. 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 high earners still building wealth. Others have already accumulated significant assets.
The common thread is not a balance sheet threshold it’s wanting more thoughtful, coordinated advice.
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.
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