Fee-Only Financial Advisor in Scottsdale, Arizona 

ABOUT DYNAMIC FINANCIAL PLANNING

A different kind of advisor for a different kind of client.

Dynamic Financial Planning is a fee-only fiduciary financial planning firm in Scottsdale, Arizona — serving high earners, tech professionals, and families nationwide.

PHILOSOPHY

Family-office level coordination. Built for people still building wealth.

Traditional wealth management was designed for people preserving large fortunes after a liquidity event or retirement.

Today’s high earners face a different challenge: complex compensation, rising incomes, growing families, and a decade or two of financial decisions that will shape the rest of their lives.

Dynamic Financial Planning exists for that gap.

I deliver the coordinated, tax-aware planning typically reserved for ultra-wealthy families — adapted for high earners still building meaningful wealth.

The goal is simple: help clients feel more organized, more intentional, and more confident about the direction of their financial life.

A wide view of a suburban neighborhood with single-family homes and trees, with Camelback Mountain and the Arcadia neighborhood in the background under a sunny clear blue sky. 
BACKGROUND

Anthony Syracuse, CFP® — Founder

Certified Financial Planner™ and father of three. Background spanning Northern Trust and a single-family office, working alongside some of the most complex financial situations that exist.

WEALTH MANAGEMENT
Worked with affluent families navigating investing, taxes, estate planning, and major financial decisions that needed to work together.
STRATEGIC ADVISORY
Operated inside a single-family office where investment, tax, cash flow, business, and long-term planning decisions were deeply coordinate
FEE-ONLY PLANNING
Founded Dynamic Financial Planning to bring that same level of coordination and strategic thinking to high earners without commissions, product sales, or conflicts of interest.
CREDENTIALS

Qualifications & Standards

CFP® Professional

Certified Financial Planner™ — the most recognized credential in comprehensive financial planning.

Fee-Only Fiduciary

Legally required to act in your best interest. Compensated only by client fees, never by commissions or product sales.

NAPFA Member

Member of the National Association of Personal Financial Advisors — the gold standard for fee-only financial planners.

Equity Compensation Focus

Focus on RSUs and ESPPs for tech professionals.

LOCATION

Scottsdale, Arizona

Headquartered in Scottsdale, serving financial planning clients throughout the Phoenix metro area and across the country.

Working with clients in San Francisco, Seattle, Austin, New York, and beyond — virtually and by appointment.

Arizona Canal at the Scottsdale Waterfront in Scottsdale, Arizona. A cityscape with a canal in the foreground, lined by palm trees and a walking path, with modern multi-story buildings on the left and trees on the right, under a clear blue sky.

The right financial relationship changes everything.

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