INDEPENDENT REGISTERED INVESTMENT ADVISOR
Design your path to financial freedom - without giving up your life today.
A fee-only financial planning firm guiding tech professionals to financial freedom.
Virtual Financial Planning Based in Scottsdale, AZ
Featured in:
Still think you need to hand over your investments to get real financial advice?
Not here.
“Let’s build a plan that reflects your values, adapts to your life, and serves your best interests.”
Anthony Syracuse, CFP® Founder
Dynamic is right for you if…
✓ You’re a HENRY
You’re a high earner, not rich yet (dual income HENRY earning $250K+) wanting to lower money stress and gain clarity around achieving your goal of financial independence. You have equity compensation or tax planning needs that you’re ready to address.
✓ You’ve Had a Life Transition
You’re newly married, new parents, or a young family searching for education and empowerment to build a solid financial foundation in a “no pressure, no sales” environment. You have time on your side and growing assets is your focus.
✓ You’re High-Net-Worth
You’re a high-net-worth individual or family looking for guidance on your current relationship. You have questions and need a trusted partner to find you answers to enhance transparency and improve your current relationship.
We’ve helped employees at the following companies (and more):
I’m here to offer dynamic, 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.
We 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.
We are 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.
#1 Your Financial Plan
Your comprehensive plan
Recommendations and action items for you to complete
Getting organized, cash management, and a plan delivery meeting.
Flexibility in your package allows you to get everything you need and nothing you don’t.
#2 Your Financial Foundation
Your comprehensive plan
Recommendations and action items
An implementation partner
#3 Your Financial Foundation +
Everything from financial foundation
Plus investment management
A long-term financial partner
#4 Hourly Advice “Please Just Help”
Limited in scope
Let’s solve your problem now
Let’s evaluate your current relationship
