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 AND REFERENCED IN:
WHY THIS HAPPENS As things grow, decisions start to overlap.
What used to be simple now needs to work together. That’s where clarity starts to break down.
It usually shows up like this:
— Decisions feel heavier than they should
— You revisit and question things more often
— There’s no single place everything connects
Nothing feels broken, but it doesn’t feel as clear as it should.
See whether everything is actually working the way you expect with your Sleep at Night Score™
Quick. No Commitment.The right financial relationship changes everything.
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.
Designed for the years when growth and protection matter equally as life has grown more complex.
WHO I HELPGrowing Families
You’re balancing career growth, family responsibilities, and bigger financial decisions than ever before.
Life is moving quickly. You need a structure.
Equity Compensation
Your equity is quietly becoming your net worth.
Each vest raises the question: how does this fit in with everything else?
Sudden Wealth
A windfall changed the stakes overnight. An inheritance, business sale, or liquidity event.
The money arrived without a plan. Your next move matters most.
Fee-Only Financial Planner based in Scottsdale, Arizona
Before I started Dynamic Financial Planning, I spent over a decade at Northern Trust and a Beverly Hills family office.
I saw how the wealthiest families actually operate. Someone is always looking at the whole picture, so a decision in one area never blindsides another.
That coordination, not secret investments, was the real advantage.
And it struck me that the people who could use it most were the ones who couldn't get it. Minimums kept them out. Percentage fees charged them more just for growing.
So I left to build the firm I couldn't find for them. One advisor holding your whole picture. No minimums, no gatekeeping.
I'm also a dad of three, navigating the same decisions as the people I work with.
Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients NationwideA defined one-year program to get started.
HOW IT WORKS01
Intro Call
15 minutes. Understand your situation, make sure we're a fit. No pitch.
02
Financial Snapshot
You leave with a one-page overview of what's working and what needs attention. Complimentary whether or not we continue.
03
Wealth Building Architecture™
Equity, taxes, cash flow, investments, and protection connect in one plan. No structure or some, we solidify the foundation.
04
Ongoing Partnership
The plan stays alive as life keeps happening. Investment management available — never required.
I’VE HELPED EMPLOYEES AT OVER 30 COMPANIES NAVIGATING EQUITY COMPENSATION AND BENEFITS: 
HOW IT WORKSPlanning that moves with your life
1. Protect What You’ve Built
Thoughtful planning starts with protecting progress.
We strengthen the foundation through liquidity, risk management, tax awareness, and coordinated planning so wealth becomes more resilient.
2. Growth with Purpose
Meaningful wealth is not about chasing returns.
It’s about thoughtful allocation, disciplined decisions, and compounding capital in a way that supports the life you want.
3. Be Prepared for Opportunity
Well-structured wealth creates flexibility.
Whether markets dislocate, careers change, or opportunities emerge, preparation creates options others may miss.
4. Everything Working Together — Finally
Income, investments, taxes, equity, and major decisions should work together — not compete for attention.
This is where fragmented decisions become a coordinated strategy that keeps you on track for long-term success.
Common Questions 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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