We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Amicus is the Latin word for “friend.” As friends, it is our mission to provide financial guidance that helps clients manage their resources effectively, enjoy the blessings of life, and leave a meaningful legacy for others. Our commitment to that mission is captured in the phrase- Fortis, Fidelis, Finis.
Fortis, because our clients need us to be strong in the midst of the ups and downs of
the investment world.
Fidelis, because clients need advisors they can trust and depend
upon for good advice.
Finis, because clients need advisors who will design long term
plans and help bring them to completion.
At Amicus, we believe a wise and trusted friend is the client’s best ally to navigate the world of investments and to prepare for future.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
