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Joseph Digangi Jr.

Advisor at Amicus Financial Advisors, LLC

Updated today

Location

Easton, PA 18042

Credentials

CFP®, Series 63

Industry experience

19 years

About

Joseph Digangi is a CFP® with 19 years of experience currently serving as a financial advisor at Amicus Financial Advisors, LLC. His prior roles include work with ELANA Advisory Services, LLC and several affiliated ELANA companies, where he has also been involved in settlement planning and franchising activities. Outside of his advisory work, he is a 90% owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive strategies, managing approximately $511 million on a discretionary basis.

Client services

Based on Amicus Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Amicus Financial Advisors, LLC

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning

Fee options

Fixed

Fixed fees may be charged for financial planning services, agreed upon prior to engagement.

Commissions

Commissions are paid on insurance products sold by advisors, disclosed to clients.

Project-based

Hourly charges of $250/hour for financial planning services.

Other

Fee-only: Fees are negotiable and may include fixed fees, hourly fees at $250/hour, or asset-based fees up to a maximum of 1.5% annually.

Location

101 Larry Holmes Drive, Suite 215

Easton, PA 18042

Most active in

Pennsylvania · Wisconsin

Work history

NextPhase Community, LLC

2022 - Present (4 years)

Amicus Financial Advisors, LLC

2020 - Present (6 years)

ELANA Advisory Services, LLC

2015 - 2019 (4 years)

Elana Franchise Group

2013 - Present (13 years)

Elana System & Services, LLC

2013 - Present (13 years)

ELANA General Insurance, LLC

2013 - Present (13 years)

ELANA Advisory Services, LLC

2013 - Present (13 years)

Elana Advanced Planning, Inc.

2012 - Present (14 years)

Elite Financial & Settlement Consulting, Inc.

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward K

Series 66

Allentown, PA

Elk Capital Advisors, LLC

Edward Komito is the sole advisor at Elk Capital Advisors, LLC in Allentown, PA, holding a Series 66 designation with 23 years of industry experience. He has led Elk Capital Advisors since 2011 and also operates ELK Financial Investments, a financial advisory and consulting business. Outside of financial services, he owns Elk Capital Expeditors, LLC, a logistics and expediting company. Elk Capital Advisors LLC is a state-registered independent firm providing continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, and certain corporate or business entities. The firm offers discretionary portfolio management with an emphasis on individualized service, including suitability assessments, investment restrictions, and active monitoring.

Options & derivatives strategies Annuities
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Jason A

Series 63, Series 65

Bethlehem, PA

Weyhill Investment Counsel, LLC

Jason Abruzere is a financial advisor at Weyhill Investment Counsel, LLC, holding the Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Weyhill Investment Counsel since 2004 and was previously involved with Weyhill Capital, LLC, and Weyhill Distribution Partners, LLC. Outside of advisory work, he managed Abruzere Properties, LLC for over a decade. Weyhill Investment Counsel is a fee-only Registered Investment Advisor serving individuals, families, high-net-worth investors, and small- to mid-size employer plans. The firm employs an evidence-based, Modern Portfolio Theory approach, offering diversified global portfolios primarily through institutional no-load mutual funds and low-cost ETFs, alongside a range of retirement-plan advisory services.

Tax-loss harvesting Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Robert Stickel is a CFP® and CPA with 29 years of experience in financial advising. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to founding RLS Financial Services, he worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Stickel provides tax preparation, accounting, and insurance services. RLS Financial Services offers financial planning and investment advice to individuals and high-net-worth clients, utilizing fundamental analysis and a mix of long- and short-term trading strategies. The firm primarily provides non-discretionary advice and delivers financial plans as one-time reports, with a notable role as sponsor and portfolio manager for a wrap fee program.

Annuities College savings (529s, UTMA, etc.)

Dave R

CFP®

Bethlehem, PA

Rowan Financial LLC

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

General retirement planning Real Estate Professional Approaching retirement Young Families
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Kevin D

CFA®

Center Valley, PA

Shetland Financial, PLLC

Kevin Dodgson is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Shetland Financial, PLLC. His prior work includes roles at Tufts Health Plan, State Street Bank, and Prudential Financial. Shetland Financial provides financial planning and wealth management services primarily to individual and small business clients, integrating tax and accounting services alongside investment advisory. The firm employs fundamental analysis and favors passive portfolios using mutual funds and ETFs, managing client accounts on a non-discretionary basis.

General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Brent C

Series 63, Series 65

Riegelsville, PA

Aequitas Equitas Wealth Management LLC

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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