Fee-Only · Fiduciary · No Commissions · No Asset Minimums· Scottsdale, AZ
You're earning more than ever.
So why doesn't it feel that way?
You’re doing the right things: solid income, equity comp, and savings.
But when nothing is connected, it’s easy to feel like you’re not making real progress.
No pressure. No sales pitch. Just clarity on what’s working and what’s not.FEATURED IN
Most High Earners Are Building Income, Not Wealth
The gap isn’t effort. It’s the absence of coordination. Here’s where it shows up:
WHERE VALUE IS LOSTEquity Without a System
RSUs and ESPP keep vesting—but there’s no clear plan for what to do next. Each quarter becomes a new decision: hold, sell, tax timing, concentration.
Taxes That Catch You Off Guard
Withholding rarely covers the full picture.
Add a bonus, a vest, and a sale—and April comes with a surprise you could have planned for.
Decisions Made in Isolation
A new job. A home purchase. A growing family. Each decision gets made on its own—without a bigger plan tying it together.
Strong Income, No System
You’re earning well—but cash flow is still reactive. Saving happens, but not as intentionally as it could.
Gaps in The Things That Protect Everything
Insurance, estate documents, risk planning— usually in place but rarely revisited as life evolves.
Re-Deciding Everything
Without a plan, every decision starts from scratch. Should I sell? Save? Wait? There’s no framework—just constant reconsidering.
I’VE HELPED EMPLOYEES AT THE FOLLOWING COMPANIES (AND MORE)Apple
ServiceNow
NVIDIA
Meta
DoorDash
Amazon
MongoDB
Spotify
Box
Salesforce
Microsoft
Fee-Only Financial Planner in Scottsdale
Hi, I'm Anthony.
I’m a CFP® and the founder of Dynamic Financial Planning. Before starting the firm, I spent over a decade at Northern Trust and a Beverly Hills family office working with ultra-high-net-worth families.
The advice was strong. The model wasn’t built for most people.
It worked well if you were already wealthy—not if you were in the middle of building it.
I started Dynamic FP to change that.
Today, I work with high earners in their 30s and 40s—often in tech or corporate roles—who are navigating equity comp, growing families, and increasingly complex decisions.
It’s a stage of life I’m in myself. I’m a dad of three, balancing career, family, and the same tradeoffs my clients face every day.
Most advisors focus on managing investments.
I focus on how everything works together—your equity, taxes, cash flow, and major decisions—so you’re not re-deciding things every time something changes.
Fee-only. Fiduciary. No commissions. No conflicts.
Just a clear system built around your life.
Anthony Syracuse, CFP® Founder
Certified Financial Planner™ | Fee-only Fiduciary | Scottsdale, AZ | Serving Clients NationwideHOW IT WORKSPlanning that moves with your life
Planning that actually keeps up with your life.
Built around your equity, your family, and the decisions in front of you.
Fee-Only. No Conflicts.
You pay for advice—not products or percentages.
So every recommendation is made in your best interest, not mine.
A Plan That Moves With You
Life changes fast—new job, new baby, new opportunity.
Your plan updates as things change, so you’re not starting from scratch every time.
One Advisor. Start to Finish.
You work directly with Anthony—a CFP® and dad of three.
No handoffs. No layers. Just someone who understands what you’re building.
Built Around Your High Income and Equity Comp
Your high income, RSUs, and ESPP aren’t treated as a side detail—they drive the plan. So, when shares vest, decisions are already made—not rushed in the moment.
None of this is about making bad decisions.
It’s what happens when everything isn’t working together.
Questions I help you answer
“My RSUs are vesting next quarter—should I sell or hold?”
“Am I actually being tax efficient with my RSUs, or just hoping it works out?”
“How do I compare an offer with base, bonus, and equity to my current role? “
“Can we buy a house without undoing everything we’ve saved?”
“If I’m doing the right things, why don’t I feel confident about it?”
“Am I saving in the right places, or just saving a lot?”
“What should we actually be doing next?”
“We make good money… so why does it still feel tight?”
“My company just announced an acquisition—what happens to my equity?”
“I’m thinking about leaving in the next couple years—how do I time that right?”
When everything isn’t fully connected, even smart decisions can feel uncertain.
Who I Help
Built for a specific kind of client
High earners in their 30s and 40s building careers, families, and financial lives that are becoming more complex by the year.
You don’t need more information. You need a plan that keeps everything working together.
Tech & Corporate Professionals
You have RSUs, maybe an ESPP, and a compensation package that gets more complex every year. You need someone who understands equity at a granular level—not just “sell when it vests.”
High Earners Without a Coordinated Plan
Your income is strong, but the structure hasn’t caught up. You’re saving, but not strategically. Making decisions, but not confidently.
That’s the gap we close.
Growing Families
Mortgage, kids, college savings, dual incomes—decisions are coming faster than you can process them. You need a clear picture and a plan that actually keeps up with your life.
Individuals Navigating Meaningful Financial Moments
Something important is changing—or about to.
Equity, inheritance, a new opportunity, or a liquidity event. The stakes are high, and the window to plan is limited. Getting it right matters.
WHAT COORDINATION LOOKS LIKEWealth Building Architecture™
A structured approach to turning high income into lasting wealth.
Instead of reacting to decisions, we build a system that connects:
• Equity compensation
• Tax strategy
• Investments
• Cash flow
• Risk protection
What This Creates
You wake up knowing exactly where you stand.
WITHOUT A SYSTEMDoing well… but it doesn’t feel like it
Big decisions linger
Second-guessing after the fact
Starting from scratch each time
WITH DYNAMIC FP Clear on what to do next
Decisions feel simple
Confident in your choices
A system that carries forward
Common Questions Frequently asked questions
Who do you typically work with?
I work with high earners in their 30s and 40s—often in tech or corporate roles—who are building careers, raising families, and managing increasingly complex finances.
It’s a stage of life I’m in myself, so I understand both the numbers and the real-world tradeoffs behind them.
How is this different from a traditional advisor?
Most advisors focus on managing investments and meeting once or twice a year.
I focus on how everything works together—your equity, taxes, cash flow, and major decisions—so you’re not making important choices in isolation or starting from scratch each time something changes.
How do you get paid?
I’m fee-only. That means the only money I make comes directly from you.
No commissions. No product sales. No incentives tied to your account balance—just straightforward advice aligned with your situation.
What does it cost to work with you?
Most clients start with a one-year planning engagement called the Wealth Building Architecture™, which begins at $7,500.
From there, the relationship evolves based on what you need—whether that’s ongoing planning, investment support, or simply having a system in place you can rely on.
I already have a CPA—do I still need a financial planner?
Yes, because the roles are different.
Your CPA focuses on filing accurately based on what already happened.
I help you make decisions throughout the year so there’s less guesswork, fewer surprises, and better outcomes when it’s time to file.
What happens after we get started?
I start by getting a clear picture of where you are—income, equity, taxes, and the decisions in front of you.
From there, we build a clear roadmap with specific actions and priorities before we get started.
Within the first 90 days, you’ll know what we need to do, in what order, and we will start implementing changes to make everything fit into the bigger picture.
Do you work with clients outside of 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 STEPSReady to stop guessing and start planning?
Book a free 15-minute intro call. No sales pitch. No pressure.