INDEPENDENT REGISTERED INVESTMENT ADVISOR

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

Fee-only financial planning for tech professionals & high earners

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

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 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 understand impactful decisions that drive life changing outcomes.

Let’s get started

Featured in:

“Let’s build a plan that reflects your values, adapts to your life, and serves your best interests.”

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

✓ You’re a HENRY

> $250,000 joint income

> $150,000 single income

- And/ or you have equity

Dynamic is right for you if…

✓ You 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/portfolio

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

Gray Apple logo.
Amazon logo with a lowercase 'a' and an orange arrow curved upward underneath.
Google logo with multicolored letters on a white background.
Meta logo featuring a stylized blue infinity symbol and the word Meta in black text.
MongoDB logo with a green leaf icon and the word 'MongoDB' in green text.
Logo of ServiceNow featuring the company name with the 'o' stylized as a light green circle.
Spotify logo with green circle and three curved black lines, next to the word 'Spotify' in green text.
NVIDIA logo with a green eye-like symbol and black text
Salesforce logo inside a blue cloud shape.
Blue text spelling out "Box" in lowercase letters.
DoorDash logo featuring a stylized red D and the word 'DOORDASH' in red capital letters.
Microsoft logo with four colored squares (red, green, blue, yellow) and the word 'Microsoft' in gray text.
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.

Modern financial advice provides flexibility to give you everything you need and nothing you don’t.

Your Financial Architecture

  • Your comprehensive plan

  • Recommendations and action items

  • An implementation partner

Your Financial Architecture +

  • Everything from financial architecture

  • Plus: investment management

  • A long-term financial partner

Hourly Advice

“Please Just Help”

  • Limited in scope

  • Let’s solve your problem now

  • Let’s evaluate your current relationship

Featured by the following professional organizations:

Still have questions?
Visit our FAQ