AMICUS FINANCIAL ADVISORS, LLC

Your Financial Life Doesn’t Have To Be Complicated

 

Become Financially Organized

 

Make today the day you get your financial life organized so you can have confidence in your retirement plan.

 

Long-term Financial Plan

You have long-term financial needs and goals. It can be difficult to focus on your goals while living your life. Our process helps you stay in the driver’s seat as you make progress toward your goals.

Trusted Advisors

You need advisors you can trust. Our planners are trained, certified and held to high professional and ethical standards. Our team is composed of CFP® professionals, attorneys, a CPA and a CFA®.

 Security & Peace of Mind

Protecting your personal and financial information is more important than ever. We take extra steps to ensure your information is securely handled and available to only you. 

Download Our Free Guide “Pursuing a Better Investment Experience.”

a·mi·cus
/əˈmēkəs,əˈmī-/
Amicus (literally, “friend“; plural, amici) – an impartial adviser, often voluntary, to a court of law in a particular case.

We Treat All of Our Clients As Friends.

Watch the video below to learn how the right financial advisor can help you improve your investment outcomes. 

Who We Work With:

 Who We Are:

Amicus Financial Advisors is a firm comprised of highly credentialed professionals dedicated to helping you accomplish your goals. We work together to create a tailored financial plan and provide you the support and guidance you need to reach your goals.

How to Get Started:

1. Schedule an Appointment

2. Meet for a No-cost Listening Session

3. Receive a Tailore​​d Financial Plan

Many peoples’ lives become so complicated, they need a guide to help them get on track.

We help them develop and implement a personalized financial plan so they can experience

financial security and peace of mind. 

 

Take our risk assessment quiz to find your Risk Score.

Answer a few questions about your future financial objectives to get started.

Most Recent Articles:

Timing Isn’t Everything

OUTGUESSING THE MARKET IS DIFFICULT Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges. First and foremost, markets are fiercely competitive and adept at processing...

Investment Risk in Financial Planning – Part 1

Several years ago, a couple came to me for financial planning advice – let’s call them Jack and Jill.  Jack had met Jill in the 1970’s when they both worked for the same company. Jill’s section of the company was eventually divested, and she continued to work in...

A Tale of Two Decades: Lessons for Long-Term Investors

Comparing market returns across the 2000s and 2010s reinforces the benefits of diversification and pursuing known drivers of higher expected returns. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some...

Setting Goals: Part 3

Build Your Investments Around Your Goals It is likely that your goals will be quite different from the examples I have given in my previous blog posts. A blog can’t tell you what your financial goals should be. Whatever your goals are – however conservative or...

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

Setting Goals: Part 2

This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...

IPOs: Profiles Are High. What About Returns?

This article was originally published on dimensionalfundadvisors.com and with permission has been shared on our website. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and...

Setting Goals: Part 1

Imagine someone beginning a major vacation by simply saying, “North, I want to head north.”  They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...

The Randomness of Global Equity Returns

Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe.    Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...

Investment Risk in Financial Planning – Part 1

Several years ago, a couple came to me for financial planning advice – let’s call them Jack and Jill.  Jack had met Jill in the 1970’s when they both worked for the same company. Jill’s section of the company was eventually divested, and she continued to work in...

A Tale of Two Decades: Lessons for Long-Term Investors

Comparing market returns across the 2000s and 2010s reinforces the benefits of diversification and pursuing known drivers of higher expected returns. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some...

Setting Goals: Part 3

Build Your Investments Around Your Goals It is likely that your goals will be quite different from the examples I have given in my previous blog posts. A blog can’t tell you what your financial goals should be. Whatever your goals are – however conservative or...

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

Setting Goals: Part 2

This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...

IPOs: Profiles Are High. What About Returns?

This article was originally published on dimensionalfundadvisors.com and with permission has been shared on our website. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and...

Setting Goals: Part 1

Imagine someone beginning a major vacation by simply saying, “North, I want to head north.”  They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...

The Randomness of Global Equity Returns

Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe.    Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...

A Tale of Two Decades: Lessons for Long-Term Investors

Comparing market returns across the 2000s and 2010s reinforces the benefits of diversification and pursuing known drivers of higher expected returns. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some...

Setting Goals: Part 3

Build Your Investments Around Your Goals It is likely that your goals will be quite different from the examples I have given in my previous blog posts. A blog can’t tell you what your financial goals should be. Whatever your goals are – however conservative or...

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

Setting Goals: Part 2

This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...

IPOs: Profiles Are High. What About Returns?

This article was originally published on dimensionalfundadvisors.com and with permission has been shared on our website. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and...

Setting Goals: Part 1

Imagine someone beginning a major vacation by simply saying, “North, I want to head north.”  They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...

The Randomness of Global Equity Returns

Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe.    Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...

Are You Ready To Invite Us On Your Journey? 

Schedule a complimentary financial discovery session with us to learn more about the benefits of financial planning.

Download Our Free Guide "Pursuing A Better Investment Experience"

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