Make today the day you get your financial life organized so you can have confidence in your retirement plan. 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. Amicus (literally, "friend"; plural, amici) - an impartial adviser, often voluntary, to a court of law in a particular case.
Watch the video below to learn how the right financial advisor can help you improve your investment outcomes. 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.
Watch the video below to learn how the right financial advisor can help you improve your investment outcomes. 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.
Services
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.
Schedule a free initial consultation. There are no strings attached. We simply want to provide you an opportunity to ask questions and determine if Amicus is right for you. From there, you provide us, through additional conversations and a written questionnaire, information about your financial goals, objectives, priorities and values.
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