Anthony Syracuse
CFP®
Dynamic Financial Planning
Founder and Wealth Advisor
Anthony Syracuse
CFP®
Dynamic Financial Planning
Founder and Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Syracuse, CFP®
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Anthony Syracuse is a Scottsdale, AZ fee-only financial advisor serving clients locally and across the country. Dynamic Financial Planning provides comprehensive financial planning and investment management to help Millennials organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Anthony Syracuse is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Anthony Syracuse is a Scottsdale, AZ fee-only financial planner and Founder of Dynamic Financial Planning.
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.
My wife and I moved back to Scottsdale, AZ after being away for the last decade. It has been wonderful to reconnect with friends and family in the desert. We have two small children and enjoy the hiking trails in our backyard, eating great Mexican food, and testing our skills on the pickleball courts. In the summer, we look forward to cooler temperatures at the beach and on the water sailing in Southern California.
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
Anthony Syracuse is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We help bring clarity to your financial life and guide you on the path to making your vision a reality.
Dynamic Financial Planning is a Virtual Financial Planning firm for millennials across the country based in Scottsdale, AZ.
Our strategy begins with an understanding of who you are, where you’re headed, and where you want to go. Our process helps you chart a clear path forward.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Anthony Syracuse is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Anthony Syracuse is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Anthony Syracuse is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Anthony Syracuse is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Anthony Syracuse
Office Locations:
-
By Appointment and Virtual
Scottsdale, AZ 85255
