Anthony Syracuse, CFP®
5.0 stars · 5 reviews · Serves Nationwide · Specializes in Equity Compensation, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
You have more money than ever. Why doesn't it feel that way? Fee-only, fiduciary planning with no asset minimums, for tech pros, creatives, and business owners.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Stock Option Planning
- Tax Planning & Strategy
- Trust Services
- Wealth Management
Pricing
- Hourly Rate — $450/hour
- Wealth Building Architecture — $7,500–$25,000 monthly
- Ongoing Planning — $5,000–$25,000 one-time
- Percentage of Assets (AUM) — 0.5%–0.9% of AUM
Reviews
Mohul Kaila
5 stars
2025-11-16T00:17:53.499+00:00
Personalized approach. Comfortable and approachable working relationship. Responsive and timely.
Keena M
5 stars
2025-11-07T00:12:41.439+00:00
Anthony is flexible, warm, willing to work with our crazy schedules, and offered very personalized advice. Happy to work with him!
Nicholas Dillman
5 stars
2025-09-03T16:50:36.427+00:00
Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP.
Preston York
5 stars
2025-07-21T02:31:13.17+00:00
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.
Kofi Asante
5 stars
2025-07-19T03:17:36.566+00:00
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.