Fee-Only Financial Planning in Scottsdale, Arizona
You have more money than ever. Why doesn't it feel that way?
Planning for individuals and families building meaningful wealth.
Fee-Only · Fiduciary · Scottsdale, AZ · Serving Clients Nationwide
AS FEATURED IN: 
In Their WordsTrusted by people like you.
★★★★★"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 & Life Transitions
You’re building a family while making bigger financial decisions than ever — balancing career growth, a home, children, and competing priorities.
You want more structure and confidence as life grows more complex.
Equity Compensation & Tax Complexity
Your compensation may include RSUs, stock options, or concentrated positions — with tax and liquidity decisions that can have lasting consequences.
You want those decisions made intentionally, not in isolation.
Concentrated Wealth & Big Decisions
You may have built significant assets or face a major decision — inheritance, business proceeds, career change, or wanting a second set of eyes.
You want thoughtful advice when the stakes feel higher.
Fee-Only Financial Planner based in Scottsdale, Arizona
Anthony Syracuse, CFP®
Hi, I'm Anthony.
I’m a CFP® and founder of Dynamic Financial Planning.
Before starting the firm, I spent over a decade at Northern Trust and a Beverly Hills family office advising ultra-high-net-worth families.
The advice was sophisticated. But too often, that level of thinking wasn’t available to people still building wealth.
I started Dynamic FP to change that.
Today, I work with high earners and families building meaningful wealth — often navigating equity compensation, growing complexity, and decisions that compound over time.
My focus is helping everything work together: investments, taxes, cash flow, risk, and major financial decisions.
Not fragmented advice. Coordinated planning.
Because building wealth and managing it well are different skill sets.
As a father of three, I understand many of the same tradeoffs clients face personally, not just professionally.
Family office perspective. Fee-only fiduciary advice. Built around you.
Fee-Only Fiduciary | Scottsdale, AZ | Serving Clients NationwideI’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 Built with Intention
Meaningful wealth is not just about earning more or chasing returns.
It’s about thoughtful allocation, disciplined decisions, and compounding capital in a way that supports the life you want. Growth with purpose.
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 coordinated strategy.
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.
This quietly addresses your whole identity shift.
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 STEPSYou’ve built something real.
Let’s make sure it supports the life you want.
Book Your Complimentary Call.