Disclosures

Amicus Financial Advisors, LLP ("Amicus"), is registered as an investment advisor with the SEC.  Accordingly, the publication of Amicus' website on the Internet should not be construed by any consumer and/or prospective client as Amicus' solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Amicus. Any subsequent, direct communication by Amicus with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Amicus’ current written disclosure statement discussing Amicus’ business operations, services, and fees is available from Amicus upon request. Amicus does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Amicus’ website or incorporated herein. All such information is provided solely for convenience purposes and all users should be guided accordingly. Persons obtaining information from this website or accessing links outside of this website assume full responsibility for the use of this information and understand and agree that Amicus is not responsible or liable for any claim, loss or damage arising from the use of such information.

This website is believed to provide accurate and authoritative information in regards to the subject matter covered. The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional advice.

Amicus Financial Advisors, LLP, and Amicus logos are trademarks or registered trademarks of Amicus Financial Advisors, LLP.

These materials have been independently produced by Amicus Financial Advisors, LLP.  Amicus Financial Advisors, LLP is independent of, and has no affiliation with, Charles Schwab & Co., Inc.  (“Schwab”).  Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.

 

Quick Answers

We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with the legal obligation to do what is in the best interest of that company).

We do NOT accept commissions on any mutual funds or exchange traded funds used within our clients’ investment portfolios, absolving us from an inherent conflict of interest to which most financial advisors are subject. Clients receive only objective, unbiased advice from us.

We use a comprehensive and holistic approach to financial planning.

We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long-term. Instead, we focus on the tried and proven strategy of creating and adhering to a disciplined investment strategy and striving for long-term rates of return that will allow our clients to meet their goals, while minimizing risk as much as is possible.

Our firm is made up of JDs, CPAs, and CFP® professionals – one of the most highly educated and credentialed firms in the country with over 90% of our planners having university degrees specifically in Personal Financial Planning.

As an independent firm, we have access to the entire universe of investments, allowing us to invest our clients’ money in the best mutual funds and exchange traded funds in the world.

We have long-term relationships with our clients and always remain committed to adjusting their financial plan as their goals and circumstances in life evolve.

We measure our own success by our clients’ success in achieving their goals in life.

 

 

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Amicus is a Latin word meaning friend. We chose the name to convey the close and trusted relationship that we hope to earn from each of our clients. More ...
Call us at 888-8AMICUS or email us at amicus@amicusadvisors.com to schedule a meeting. During that phone call we will assign you a password and user identification number so that you can access some forms from this site. Remember that the initial consultation is free. More ...
Financial planning is comprehensive when it looks at every aspect of your finances and integrates them into an overall plan that acts as a blueprint as you manage your finances. A comprehensive plan is built on the foundation of your goals. Life is full of financial decisions and a strategic plan to accomplish your goals is necessary in order to efficiently navigate them. Financial planners focus on your goals, objectives, priorities and values - the big picture of your financial life. More ...
Amicus does not charge any fees to prospective clients until they actually decide to become clients.  We want you to be comfortable with our approach and service offerings.  We understand that there is a decision and thought process. In some instances it has taken as many as three meetings and often includes a few phone calls to clarify points of our service, before a client comes on board. More ...

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