INDEPENDENT REGISTERED INVESTMENT ADVISOR

Design your path to financial freedom without giving up your life today.

Fee-only financial planning for high earners & tech professionals

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Virtual and in-person financial planning: 15051 N. Kierland Blvd., Suite 300 Scottsdale, AZ 85254

You’ve worked hard to get where you are.

But hustle alone won’t buy you financial freedom.

If you want options, flexibility, and financial independence—you need the right financial architecture now.

So, is it One Day... or Day One?

The difference is in your decision.

It’s not a product push like everywhere else.

It’s a process about investing in YOU.

Modern financial advice doesn’t require you to hand over your investments.

It’s based on a proven process that educates & empowers you to make impactful decisions that drive life changing outcomes.

Let’s get started…

Featured in:

Is a Human Approach to Planning that emphasizes progress over perfection.

Is Focused on Building Your Financial House with the right architecture designed for you.

Is About Defining Your "Why" to create clear goals that align with your plan.

Emphasizes Investing Early and Often because it’s far better than waiting for the perfect time.

Guides You to Improve Return on Life because money serves life, not the other way around.

The Dynamic Approach…

A smiling man with short blonde hair in a light blue and white striped dress shirt standing against a plain light blue wall.

Anthony Syracuse, CFP® Founder

Learn more

Dynamic is right for you if…

✓ You’re a HENRY with

> $250,000 joint income

> $150,000 single income

- Or you own equity

✓ You’ve Had a Life Transition

- New parents and young families

- You're moving

- You received an inheritance

✓ You Have a High-Net-Worth

- You have an advisor already

- You want a partner that you can trust

- Review an existing plan and portfolio

We’ve helped employees at the following companies (and more):

A family of four walking through a grassy field at sunset. The parents are carrying their two children, walking hand in hand.

I’m here to give transparent advice that adapts to your life.

A focus on optimizing your life

Maximizing your investment portfolio is not the overall goal. We focus on helping you live a full life by collaborating to define your vision and creating the path for you to make it a reality.

A disciplined approach

Our process helps you understand what you are investing in and why. We balance risk to match your lifestyle and goals. Taking a long-term view allows us to help you stay the course.

I help prepare you for transitions

We advise clients on how to prepare for and navigate major life transitions. We help clients make better decisions and we also help them avoid major mistakes along the way.

I’m on your team

We act as a Fiduciary. This means that we are legally obligated to act in your best interest. We sit on your side of the table. Our structure allows us to help you make financial decisions that are best for you.

Unrivaled fee transparency

Fees should not be a surprise after you visit the doctor or after you receive financial advice. This is a fee-only firm. There are no hidden fees or sales commissions. You will know what to pay ahead of time.

No account minimums

Our pioneering model allows access to the kind of advice typically reserved for the wealthiest. We offer hourly advice, financial planning only, and financial planning and investment management.