Business Details
22 Years
experience
Your Trusted Partner for Holistic Wealth Solutions
Founded in 2004, Amicus Financial Advisors has built a reputation on client-first principles, operating under a fiduciary standard that prioritizes client interests above all else. Our team of certified financial planners, tax experts, attorneys, and investment specialists collaborates to deliver holistic wealth management solutions tailored to individual goals. With over two decades of experience, we employ evidence-based strategies to create institutional-grade portfolios while maintaining transparency through fee-only compensation structures.Our proprietary Amicus Wealth Path ensures annual reviews of financial plans, integrating tax optimization, insurance analysis, and legacy planning. We measure success through client achievements, offering personalized guidance that adapts to evolving life circumstances. Our commitment to ethical standards is reinforced by our independence from commission-driven products, ensuring unbiased recommendations that align with long-term financial objectives.
Services
Investment Management
Retirement Planning
Strategic Tax Planning
Insurance Solutions
Legacy Planning
Charitable Giving
Estate Planning
Risk Management
Portfolio Optimization
Wealth Transfer
Details
- Year established: 2004
Highlights and features
- We operate under a strict fiduciary standard with no product commissions
- Our multidisciplinary team includes CFPs, tax attorneys, and investment specialists
- We implement evidence-based investment strategies proven through academic research
- Our proprietary Amicus Wealth Path ensures annual financial plan reviews
- We maintain full transparency through fee-only compensation structures
Services
Investment Management
Our investment management service creates customized portfolios aligned with your risk tolerance and financial goals. We employ evidence-based strategies focusing on global diversification, periodic rebalancing, and tax-efficient management. Our institutional-grade portfolios are actively monitored by full-time portfolio managers who maintain disciplined investment approaches through market cycles.
Retirement Planning
We develop personalized retirement strategies considering your unique definition of retirement. Our approach includes Social Security optimization, tax-efficient withdrawals, healthcare cost projections, and portfolio adjustments for post-retirement needs. We help clients navigate market volatility during retirement while maintaining sustainable income streams aligned with their lifestyle goals.
Strategic Tax Planning
Our tax planning integrates with overall wealth management through strategies like tax-loss harvesting, Roth conversions, and qualified charitable distributions. Our in-house tax experts collaborate with advisors to implement year-round tax optimization techniques that preserve wealth and enhance long-term financial outcomes while ensuring compliance with evolving tax regulations.
Insurance Solutions
We conduct comprehensive insurance analyses covering life, disability, long-term care, and property & casualty coverage. Our team identifies protection gaps and recommends tailored solutions that balance adequate coverage with cost efficiency. We help clients understand policy nuances and implement strategies that safeguard their financial plans against unexpected life events.
Legacy Planning
Our legacy planning service combines wealth transfer strategies with charitable giving frameworks. We collaborate with estate attorneys to create comprehensive plans that reflect your wishes while minimizing tax implications. Services include trust structuring, beneficiary designations, and philanthropic strategies that ensure your values continue through generations.
People
Joseph Tombs
Co-Founder
Co-founded Amicus Financial Advisors in 2004 with a client-first philosophy. He ensures our team maintains fiduciary standards while delivering personalized financial solutions that adapt to clients' evolving needs.
David Tombs
Investment Specialist
Certified Financial Planner with expertise in portfolio management. He combines CFA credentials with tax expertise to develop investment strategies that align with clients' long-term financial objectives.
Bryan Sauceda
Wealth Advisor
Specializes in retirement planning and risk management. His RICP designation supports comprehensive strategies addressing longevity, healthcare costs, and sustainable income during retirement years.
Greg Maxwell
Legal Counsel
JD and CFP credential holder who focuses on estate planning and legal aspects of wealth transfer. He ensures clients' legacy plans comply with current regulations while reflecting their personal values.
Derek Robinett
Tax Expert
CPA/PFS and CFA who leads our tax optimization strategies. His dual expertise enables integrated approaches to tax-efficient investing and comprehensive financial planning solutions.
Questions
What makes Amicus different from other financial advisors?
We operate under a fiduciary standard with no product commissions, offering multidisciplinary expertise through our team of CFPs, tax attorneys, and investment specialists.
What services do you offer?
We provide investment management, retirement planning, tax optimization, insurance analysis, legacy planning, and estate planning services tailored to individual financial goals.
How do you ensure my financial plan stays current?
Our proprietary Amicus Wealth Path includes annual reviews covering portfolio performance, tax strategies, insurance coverage, and estate planning documents.
Are you transparent about fees?
Yes, we maintain full transparency through fee-only compensation structures with no hidden costs or product commissions.
How do you handle market volatility?
We employ evidence-based strategies focusing on long-term goals, including portfolio diversification, tax-loss harvesting, and disciplined rebalancing during market fluctuations.
