Skip to main content Skip to search

Why Amuni Financial

Our Story

In 1980, Amuni Financial was founded as a firm built on handshakes and personal relationships. We have grown by remaining committed to serving our clients in an honorable and conservative manner while holding ourselves to the highest of standards.

Today, Amuni Financial is a full-service financial services company with a diverse group of dedicated professionals.  We have been lucky enough to serve multiple generations of client families that we now consider friends. We are proud of our past and excited about our future. In the face of a dynamic and ever-changing marketplace, we will continue to innovate, expand, and push ourselves to deliver the most value to our clients. We will remain a reliable partner in a financial landscape that continues to evolve.

When partnering with us, you are partnering with a devoted team of investment professionals who work together in providing consistent and thoughtful investment advice. Our goal is to maximize returns, minimize risk, and ensure the long-term financial wellness of our clients by taking a balanced, team-based approach to investment planning.  In doing so, we hope that each and every client of Amuni Financial is able to create and build upon their own legacy.

The door to our office is always open, and we encourage our clients to meet not only with their financial advisor, but also with the entire team working toward their financial success.

Investing in our community is another commitment Amuni Financial made from the start. Click here to find out more information about our involvement in the community.

Our Goal

To be the most admired independent financial services firm sought-after for superior advice, knowledge, performance, and relationships.

Our Process

At Amuni Financial, we empower our employees to deliver the highest caliber advice, service, and value in the financial services industry by fostering a company culture that allows employees to collaborate, innovate, and perform at the highest level.

Our Principles

Integrity

Our reputation is who we are–nothing is more important. Honesty and integrity are intertwined and undeniably critical to our firm and our culture. Our success and our value to our clients hinges on the complete adoption of these values.

Respect

We believe in a culture of mutual respect—for one another and for our clients. Respect creates a collaborative environment where open communication channels are created and where all points of view are considered.

Reliability

For over 35 years we have remained patient, focused and reliable in an industry fraught with change. We will remain conservative and calculated in order to continue providing unequivocal value to our clients.

Innovation

We will always innovate. By embracing change and disruption we will constantly strive for a better way to provide investment advice and services to our clients.