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.”

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.

Setting Goals: Part 1

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...

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How to Prepare for Retirement

How to Prepare for Retirement

Every year, tens of thousands of people retire. Many are under-prepared while few are over-prepared. It's a big decision that requires a great deal of planning and preparation. Have you thought about how you are going to retire? What are the people around you doing to...

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What Are Social Security Survivor Benefits?

What Are Social Security Survivor Benefits?

If your spouse passed away, you're eligible for Social Security Survivor Benefits. As long as you had been married for at least nine months (the nine month requirement is waived if you are taking care of the deceased spouse's child that’s under the age of 16).  We...

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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.