5.0
Average rating
3
Client Reviews
0.5% to 0.9%
Percentage of Assets (AUM)
What Our Clients Say
5.0
3 Client Reviews
Kofi Asante
July 19, 2025
Current client since 2023
5.0
Reason for working with Anthony Syracuse, CFP®
When I transitioned into the tech industry, I suddenly found myself earning more money than I'd ever made before, but I was completely overwhelmed by the financial complexity that came with it. I had no experience managing ESPPs, RSUs, or optimizing 401k allocations, and frankly, I didn't even know where to start with tackling my existing debt in light of this new income level. Add to that the pressure of properly funding college savings accounts for my two children, and I realized I was in way over my head. The key factor in choosing Anthony was his comprehensive expertise across all these areas that were completely foreign to me. During our initial consultation, it became clear he didn't just understand these tech industry benefits—he had a strategic approach to integrating everything into a cohesive financial plan. He didn't make me feel foolish for not knowing these things; instead, he educated my wife and me every step of the way.
What sealed the deal was his ability to see the bigger picture. He didn't just address my immediate questions about stock compensation; he created a roadmap that tackled debt reduction, tax optimization, retirement planning, and our children's education funding all at once. Having someone who could navigate the complexities of my new financial reality while helping us build long-term wealth has been absolutely invaluable. The peace of mind alone has been worth every penny.
What sealed the deal was his ability to see the bigger picture. He didn't just address my immediate questions about stock compensation; he created a roadmap that tackled debt reduction, tax optimization, retirement planning, and our children's education funding all at once. Having someone who could navigate the complexities of my new financial reality while helping us build long-term wealth has been absolutely invaluable. The peace of mind alone has been worth every penny.
Experience working with Anthony Syracuse, CFP®
My experience with Anthony has been nothing short of exceptional. From day one, he's demonstrated a level of professionalism, expertise, and genuine care that's honestly rare to find. He takes the time to thoroughly explain complex financial concepts in ways that my wife and I can actually understand, and he's incredibly patient with all our questions—no matter how basic they might seem. What really sets Anthony apart is his proactive approach. He doesn't just respond when we reach out; he regularly checks in with updates on our portfolio, alerts us to new opportunities, and keeps us informed about changes in tax laws or market conditions that might affect our strategy. He's also incredibly responsive—I never feel like I'm bothering him when I need guidance, and he gets back to us quickly every time.
The results speak for themselves. We've seen significant progress on our debt reduction, our investment strategy is performing well, and for the first time ever, I feel confident about our financial future. We're actually on track for our kids' college funding goals, which seemed impossible before working with him.
I refer Anthony to colleagues and friends constantly—probably more than he realizes! When people mention they're struggling with similar financial challenges or just got into tech, his name is the first one out of my mouth. The fact that I'm this enthusiastic about recommending him really says everything about the quality of service he provides.
The results speak for themselves. We've seen significant progress on our debt reduction, our investment strategy is performing well, and for the first time ever, I feel confident about our financial future. We're actually on track for our kids' college funding goals, which seemed impossible before working with him.
I refer Anthony to colleagues and friends constantly—probably more than he realizes! When people mention they're struggling with similar financial challenges or just got into tech, his name is the first one out of my mouth. The fact that I'm this enthusiastic about recommending him really says everything about the quality of service he provides.
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
Preston York
July 21, 2025
Current client since 2023
5.0
Reason for working with Anthony Syracuse, CFP®
I’ve known Anthony for over 20 years and am familiar with his education as well as his professional experience.
Experience working with Anthony Syracuse, CFP®
Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
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
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.
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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