Easton, PA Office

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.