About
Anthony Syracuse, CFP ®
Founder + Wealth Advisor
Financial Planning is Dynamic Just Like Life
It's hard enough to manage work, take care of your family, and find time to recharge at the end of the day.
As a high-earner or tech employee with equity compensation, you have a golden opportunity to build a financial foundation to lower your money stress.
It's an important step to take because at the end of the day when you finally get time to reset, you should be able to enjoy it while knowing you're ahead of the pack.
Dynamic isn’t like that big institution that cold calls you on occasion:
- Dynamic is a firm that doesn't require investment management to get advice.
- There is no product pushing (investments or insurance).
- We have a different conversation that focuses on the best way to achieve your personal goals.
If you want to be more present when spending time with the people most important to you...
If you don't want to be distracted and stressed out by the important financial decisions, you know you should be making...
Dynamic was built for you!
Planning is essential
Money is emotions. When emotions takeover your behavior changes and you panic. You have a lot to focus on already with work and family. Rely on a well-constructed plan to guide you and give you peace of mind.
Our Philosophy
Smarter investing leads to better outcomes
Stock picking and market timing statistically do not work as a strategy. We design an optimized portfolio that gives us confidence that you can achieve your goals.
Stay invested
You can successfully navigate volatility in markets and remain focused on the long-term when you have a plan that helps you believe in the process. The only sure way to “win” in investing is to stay invested for the long run.
Focus on what matters most
Trust in our disciplined approach and thoughtful perspective to guide you at every stage in life and enjoy the freedom that follows.
Money is emotions.
It’s difficult to manage this connection on your own no matter how much you have. My message for you is to take control and stop worrying. Go do the things that you enjoy and be present for important moments with your friends and family. Don’t check your accounts daily. Don’t always wonder if you have enough.
Our process of planning and investing allows you to take a step back to prioritize and focus on what is most important to you.
Besides your health, there is nothing more important to help you live a full life than making a solid financial plan. That’s where we step in and partner with you.
Anthony Syracuse, CFP ®
Background
Prior to starting Dynamic Financial Planning, I spent a decade working with the wealthiest families at Northern Trust in Chicago and Los Angeles and at a family office in Beverly Hills, CA. I specialized in exceptional client service and designing tax-sensitive investment portfolios to help clients achieve their goals.
I’ve used this experience to trek my own path by designing a unique and flexible approach that centers around doing what’s best for my clients and not requiring investment management. The disciplined process not only provides personalized investment portfolios, but one that addresses personal goals, risk management, tax planning, and estate planning.
The ultimate goal is to be your trusted partner and help you achieve more. That way you can enjoy life and focus on what matters most.
Together we will build a plan that sets you firmly on the path towards financial prosperity.
Experience
A decade of working with ultra-high-net-worth individuals and families.
At Northern Trust in Chicago and in Los Angeles
Family office in Beverly Hills, CA
Certifications & Education
Certified Financial Planner™
Bachelor of Science, University of Arizona
Eller College of Management & The McGuire Center for Entrepreneurship