A complete list of active advisors currently associated with Amicus Financial Advisors, LLC

Warmer can help you find a great advisor at Amicus Financial Advisors, LLC or one who fits your needs even better.

Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, non-legal trust and estate planning, insurance planning, settlement planning, and investment advisory and asset management services to individuals (including high-net-worth clients), trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers both comprehensive and limited-scope financial plans and may implement recommendations through portfolio management or insurance/annuity products where appropriate. The firm develops individualized Investment Policy Statements and pursues a multi-cap, multi-style, multi-manager approach that blends active and passive vehicles, using tools such as mean-variance optimization and Monte Carlo analysis to set asset-class allocations and guide periodic rebalancing. Portfolios typically include no-load mutual funds, ETFs, REITs, and individual stocks and bonds, with some accounts managed on automated platforms or under discretionary authority per the client’s IPS. Amicus is notable for a cluster of affiliated businesses and referral arrangements that extend beyond typical advisory services: it is owned by a parent entity that also owns settlement-planning and accounting/tax affiliates, operates a law-practice DBA to provide legal services where advisors are licensed, and has an ownership interest in a holding company that established a federally chartered trust company used for trust and custodial referrals. The firm discloses solicitor and referral relationships with affiliated and third-party providers and states that these arrangements create conflicts of interest that are disclosed to clients.

To learn more about the advisors currently working at Amicus Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.