About

Amicus Financial Advisors, LLC is a comprehesive financial planning firm focused on attaining the personal financial goals of our clients. We realize that managing your finances is often overwhelming. A team of advisors is available to provide expert advice.

Our Investment Philosophy

At Amicus, we believe that consistent adherence to an investment strategy is more important than timing or security selection. We personalize each client’s Investment Policy Statement (“IPS”) based on the client’s risk tolerance, time horizon and tax situation. We seek broad diversification, tax efficiency, and maximizing after-tax returns. We place a high priority on reducing the client’s investment expenses by utilizing passively managed no-load products and minimizing transaction fees by trading infrequently and efficiently.

We believe the primary determinant of risk and return is the mix of asset classes in a portfolio. The IPS forms an organized, long-term framework enabling consistent investment decisions. We believe that re-balancing enhances returns by buying into asset classes at lower prices and selling when they are higher. However, it should be done infrequently and only after considering tax consequences.

Understand How You Are Charged

How you pay for investment advice can have an effect on your peace of mind and the outcome of your financial life. You should clearly understand how you are paying for financial services and financial advice. Through our investment services we are compensated by a percentage of assets under management. We work with our clients in the role of an advisor, counselor and friend. We do not accept commissions from investment products.

Meet Our Financial Planners

Our team is ready to help.

Joseph Tombs

Brit Swanson

 

Matthew Peck

 

David Tombs

Cameron Bowen

 

Matthew Wood

 

Larry Peterson

Greg Maxwell

 

Jesse Longoria

 

Victor Garza

Nelson Gonzalez

 

Redina Franklin

 

Dustin Cordell

Patrick Tombs

 

Steele Campbell

 

Daniel Maxwell

Kent Hansen

 

Matt Hayes

 

Para-planners

Scott Henderson

Terrell Deleon

 

Joshua Ortiz

 

Weston Allen