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Advisor

Anthony Syracuse

Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.

Dynamic Financial Planning, LLC · Scottsdale, Arizona

Fee-only verified Fiduciary State-registered CFP
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Is this you, Anthony?

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About

You're earning more than most people will ever see — and you're still not sure if you're doing enough with it.

That's not a money problem. That's a planning problem.

Dynamic Financial Planning is a fee-only, fiduciary firm built specifically for tech professionals and high earners navigating equity compensation, growing incomes, and the financial complexity that comes with building a career and a family at the same time.

I'm Anthony Syracuse, CFP® and founder.

I spent a decade at Northern Trust and a Beverly Hills family office delivering high-level financial advice to some of the wealthiest families in the country.

I built this firm so high earners in their 30s and 40s could finally have a proven professional in their corner — not someone selling them something.

That means making the most of what you earn, improving tax efficiency, investing for long-term growth, and having advice that’s aligned with your best interests — not driven by product sales.

If you're a high earner, have RSUs vesting, an ESPP to optimize, or a compensation package that keeps getting more complicated — this is the firm built for that situation.

Fee-only. Fiduciary. No commissions. No asset minimums.

Ready to find out what's possible? Free 15-minute call: https://www.dynamic-fp.com/schedule

Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago

In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

Who they serve

  • High earners
  • HENRY (high earner, not rich yet)
  • Newcomers to the US / Canada
  • Pre-retirees
  • Early-career professionals

Services

  • 401(k) & IRA Management
  • Asset Allocation
  • Cash Flow Planning
  • College/Education Planning
  • Education Planning
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Investment Management
  • Portfolio Rebalancing
  • Tax Strategy
  • Wealth Management
  • Charitable Giving
  • Debt Management
  • ESG/Impact Investing
  • Financial Advice & Coaching
  • Insurance/Risk Management
  • Portfolio Management
  • Risk Management
  • Stock Option Planning
  • Trust Services

Structured record

NameAnthony Syracuse
FirmDynamic Financial Planning, LLC
Location Scottsdale, Arizona
Fee modelOne-Time Financial Planning Fee · Hourly Rate · Percentage of Assets (AUM) · Flat Fee/Retainer
AUMUnder $25M
Founded2022
Firm size1 employee
AffiliationIndependent RIA
CredentialsCFP
Investment approachBlend of both
Websitehttps://dynamic-fp.com
LinkedInhttps://linkedin.com/in/anthony-syracuse

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Specialties

  • Equity compensation
  • Retirement planning
  • Sustainable & impact investing