Joseph Tombs co-founded Amicus Financial Advisors in 2004 on the principle of putting clients first. The name “Amicus” comes from Latin and translates to “friend”. We treat all of our clients as friends. We are here to listen to and support you throughout your financial journey. We do not impose our financial goals or our priorities onto you. Instead, your goals become our goals.

How Are We Different?

  • We hold ourselves to a fiduciary standard and to always do what is in your best interest. We are not an agent of a large investment company with the legal obligation to do what is in the best interest of that company.

  • We do not accept commission on investments used within our clients’ portfolios, absolving us from an inherent conflict of interest to which many financial advisors are subject. As an independent firm, we have access to a broad spectrum of investments, allowing us to invest in what is right for our clients.
  • We use a comprehensive and holistic approach to financial planning, where we measure our own success by our client’s success in achieving their financial goals.

Our Team Approach

When partnering with Amicus, you are not just engaging with a financial advisor; you are working with an entire team of professionals who have your best interests at heart. You will have access to an in-house team of investment specialists, tax experts, attorneys, and insurance professionals. Your financial advisor will be the quarterback of this team, seamlessly integrating every aspect of your financial life, and guiding you toward a prosperous future.

Our Advisors

David Tombs

MS, CFA, CFP®

Bryan Sauceda

MS, CFP®, RICP®

Evan Smith

BS, CFP®

Larry Peterson

MS, RSP, CFP®

Jesse Longoria

MS, CFP®

Blake Flint

BS

Brit Swanson

JD

Daniel Maxwell

JD

Derek Robinett

CPA/PFS, CFA, MBA

Greg Maxwell

JD, MS, CFP®

Joseph DiGangi

CFP®

Joshua Ortiz

MS

Marco Figueroa

CFP®, AFC®

Matt Peck

BS

Nelson Gonzalez

MS, CFP®