5.0
Average rating
5
Client Reviews
0.5% to 0.9%
Percentage of Assets (AUM)
$200K
Minimum Annual Income
$0
Minimum Investible Assets
What Our Clients Say
5.0
5 Client Reviews
Mohul Kaila
November 16, 2025
Client from 2022 - 2023
5.0
Reason for working with Anthony Syracuse, CFP®
Explained complex financial concepts very simply. Covered all bases that I was interested in.
Helped with a building a vision.
Helped with a building a vision.
Experience working with Anthony Syracuse, CFP®
Personalized approach. Comfortable and approachable working relationship.
Responsive and timely.
Responsive and timely.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Personalized approach. Comfortable and approachable working relationship. Responsive and timely. ", "author": "Anthony Syracuse, CFP® ", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Keena M
November 7, 2025
Current client since 2025
5.0
Reason for working with Anthony Syracuse, CFP®
He's kind, approachable, and operates as a fiduciary with a variety of payment options.
Experience working with Anthony Syracuse, CFP®
Anthony is flexible, warm, willing to work with our crazy schedules, and offered very personalized advice. Happy to work with him!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Anthony is flexible, warm, willing to work with our crazy schedules, and offered very personalized advice. Happy to work with him!", "author": "Anthony Syracuse, CFP® ", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
$200,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Asset Allocation
✔ Cash Flow Planning
✔ College/Education Planning
✔ Education Planning
✔ Estate Planning
✔ Financial Planning
✔ Insurance Planning
✔ Investment Management
✔ Portfolio Rebalancing
✔ Tax Strategy
✔ Wealth Management
✔ Charitable Giving
✔ Debt Management
✔ ESG/Impact Investing
✔ Financial Advice & Coaching
✔ Insurance/Risk Management
✔ Portfolio Management
✔ Risk Management
✔ Stock Option Planning
✔ Trust Services
Our Ideal Client Profile
High earning professional (>$250,000 dual income) with equity compensation and starting a family.
How We Work
1
Financial Planning - Building your CFA (Complete Financial Architecture)
Build your Complete Financial Architecture: Get organized, optimize cash flow, protect against risks, plan your estate & taxes, maximize benefits, secure retirement & goals. Total financial clarity.
2
(Optional) Ongoing Financial Planning and Investment Management
You have a dedicated financial partner with a plan that adapts as life changes. Professional portfolio management, continuous goal tracking, strategic adjustments. You focus on living. I handle it.
Behind The Scenes At Anthony Syracuse, CFP®
Working with Anthony
What it's like to work with Anthony at Dynamic FP.
New Parent Money Moves Quick-Start Guide
TOP 6 MONEY MOVES FOR NEW PARENTS
Six reasons why fee-only advice is the only choice that serves you
Learn more about why it's important to have someone in your corner when it comes to your financial plan.
The Top Ten Mistakes Tech Professionals Make Guide
The Top 10 financial mistakes high-earning tech professionals make
Frequently Asked Questions
Get answers to the most common questions about Anthony Syracuse, CFP®
What are your qualifications?
Certified Financial Planner™
A decade of experience working in wealth management for Northern Trust and at a family office.
Three years of experience helping high-earners and high-net worth individuals and families by taking them through a proven process to create more options for their lives.
A decade of experience working in wealth management for Northern Trust and at a family office.
Three years of experience helping high-earners and high-net worth individuals and families by taking them through a proven process to create more options for their lives.
What's Fee-only? What's a fiduciary?
Fee-only means I only get paid by my clients. No hidden fees, proprietary product fees, 12b-1 fees, insurance fees, or referral fees. This helps align incentives when we make it comes to delivering the best recommendations for you.
A Fiduciary is a person that always puts the client's best interest first. In fact, they have a legal and ethical obligation to act in the client’s best interest. Most financial advisors, investment professionals, and portfolio managers are not fiduciaries.
A Fiduciary is a person that always puts the client's best interest first. In fact, they have a legal and ethical obligation to act in the client’s best interest. Most financial advisors, investment professionals, and portfolio managers are not fiduciaries.
Can you meet virtually and work with people in other states?
Yes, that's the norm. The planning process is optimized for convenience, so you don't miss anything. You can participate in meetings from the comfort of your couch.
I'm based in Scottsdale, AZ and I service clients across the country.
I'm based in Scottsdale, AZ and I service clients across the country.
Who do you work with?
High earners (HENRYs) earning ~$250,000 dual income High net worth (FIREy) with high incomes and equity
New Parents
Immigrants
Inheritance
New Parents
Immigrants
Inheritance
What services do you offer?
#1 Build your Complete Financial Architecture: Get organized, optimize cash flow, protect against risks, plan your estate & taxes, maximize benefits, secure retirement & goals. Total financial clarity. (No investments required)
#2 (Optional service after #1) Ongoing Financial Planning and Investment Management: Your dedicated financial partner with a plan that adapts as your life changes. Professional portfolio management, continuous goal tracking, strategic adjustments. You focus on living. I handle the rest.
#2 (Optional service after #1) Ongoing Financial Planning and Investment Management: Your dedicated financial partner with a plan that adapts as your life changes. Professional portfolio management, continuous goal tracking, strategic adjustments. You focus on living. I handle the rest.
About Anthony Syracuse, CFP®
Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy.
You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner.
I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest.
The Dynamic Approach is different:
✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario.
✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing.
✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future.
✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it.
The result? You sleep better knowing your financial foundation is solid, and your family's future is secure.
I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them.
At the end of the day, my goal is to earn your trust and build you the financial house that you deserve.
Schedule: https://www.dynamic-fp.com/schedule
Message: anthony@dynamic-fp.com
Wishing you all the best for you in your career and in life!
Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago
In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale
You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner.
I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest.
The Dynamic Approach is different:
✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario.
✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing.
✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future.
✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it.
The result? You sleep better knowing your financial foundation is solid, and your family's future is secure.
I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them.
At the end of the day, my goal is to earn your trust and build you the financial house that you deserve.
Schedule: https://www.dynamic-fp.com/schedule
Message: anthony@dynamic-fp.com
Wishing you all the best for you in your career and in life!
Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago
In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale
Let's Chat
https://www.dynamic-fp.com/schedule
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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