Posted on 190
Dynasty Financial Partners today announced the launch of a new financial advisory firm based in Blue Bell, PA, Amplius Wealth Advisors. The principals of Amplius Wealth Advisors most recently worked for The Liebman Marks Group, a boutique wealth management group within Merrill Lynch Wealth Management and were advising on in excess of $1.25 billion in client assets. Amplius Wealth Advisors has a team of eight professionals including four advisors.
Joining from Merrill Lynch are the following advisors:
Samuel Liebman, Founding Partner & Chairman/Wealth Advisor
Matthew D. Liebman, Founding Partner & Chief Executive Officer/Wealth Advisor
Aaron Marks, Founding Partner & Chief Strategy Officer/Wealth Advisor