Fee-Only Financial Advisor in Scottsdale, Arizona
ABOUT DYNAMIC FINANCIAL PLANNINGFamily-office planning for people building meaningful wealth — not just preserving it.
Anthony Syracuse, CFP® — Founder
Fee-only fiduciary, and father of three in Scottsdale, AZ
WEALTH MANAGEMENTWorked with affluent families navigating investing, taxes, estate planning, and major financial decisions that needed to work together.Operated inside a single-family office where investment, tax, cash flow, business, and long-term planning decisions were deeply coordinateSTRATEGIC ADVISORYFounded Dynamic Financial Planning to bring that same level of coordination and strategic thinking to high earners without commissions, product sales, or conflicts of interest.FEE-ONLY PLANNINGORIGINWhen my wife and I had our first child, financial planning finally felt personal.
I spent a decade at Northern Trust and a single-family office — coordinating complex financial lives for some of the wealthiest families in the country. I knew the process well: tax-aware, multi-dimensional planning where every decision connects to the next.
But I kept watching the same gap play out: the next generation with grown children starting families, making big career moves, navigating equity compensation wasn't getting that same level of attention.
When I looked for advisors who could serve them well, truly fee-only, fiduciary, no conflicts, the options were thin.
Then my daughter was born. Those weren't just clients' problems anymore.
The decisions you make in your 30s and 40s shape everything that follows.
That's why I started Dynamic Financial Planning — to bring that same coordinated, intentional approach to people who are still building careers, families, and wealth while time is still on their side.
BACKGROUNDAnthony Syracuse, CFP® — Founder
"The right decade to get serious about your financial life isn't after the wealth is built and you’re ready to retire. It's before."
I'm in the same season of life as my clients. That's not a coincidence.
As a father of three, I'm navigating the same balancing act — career decisions, growing family, knowing when to delegate and when to stay present. I'm not observing this stage from a distance.
Good planning at this point in life isn't just about the numbers. It's about knowing where you're headed, not just where you stand.
My job is to bring clarity to the complexity — and to be the person you can call when something new comes up, not just at the annual review.
Every client relationship is built from scratch. The depth I developed working alongside ultra-wealthy families informs how I approach every plan — but the plan itself is yours.
DYNAMIC EXPERIENCEYou won't have five advisors at Dynamic FP. You'll have one who actually knows you.
Most advisors (even fee-only advisors) are optimizing for the top of the market. The person you met in the first call isn't the one doing your planning.
I left a comfortable seat at the top of that structure deliberately. I wanted fewer clients, deeper relationships, and real outcomes — not just assets under management.
You have a partner that understands you — which is better than a team that doesn't.
No commissions, no products. The kind of relationship where you feel genuinely supported — and where the important decisions actually get done.
WHAT'S BEHIND THE ADVICEQualifications & 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.
LOCATIONScottsdale, 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.
