We hope you and your family have a fun and safe Independence Day!
Amplius Wealth Advisors
Financial Services
Blue Bell, Pennsylvania 1,885 followers
At Amplius, We Amplify Our Focus Solely On You.
About us
Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer their wealth.
- Website
-
https://ampliuswealth.com/
External link for Amplius Wealth Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Blue Bell, Pennsylvania
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Investments, Investment Advisory Services, Insurance, Advisor Coordination, Financial Planning, and Wealth Management
Locations
-
Primary
Get directions
1787 Sentry Pkwy W
VEVA 16, Suite 100
Blue Bell, Pennsylvania 19422, US
Employees at Amplius Wealth Advisors
-
Matthew Liebman, CFA®, CRPC®, CAIA®
Founding Partner & Chief Executive Officer | Wealth Advisor at Amplius Wealth Advisors
-
Aaron Marks
Founding Partner & Chief Strategy Officer | Wealth Advisor at Amplius Wealth Advisors
-
Libby Whittaker, CRPC®
Director | Relationship Manager at Amplius Wealth Advisors
-
Merritt Carew
Operations
Updates
-
In this clip from the Amplifier podcast, hosts Aaron Marks and Patrick Swift, CFP® tackle the question, "Should you receive you financial guidance from an insurance company?" Tune in to hear their expert insights and why it matters for your financial future. For the full episode, click here: https://lnkd.in/eGUQ99zh
-
Join us in wishing Patrick Swift, CFP® a happy birthday and all the best in the year to come!
-
Growth isn't a linear path—it's filled with challenges at every stage. In a featured article from Wealth Solutions Report titled "CEOs Describe Strategy at Three Stages of Growth," Matthew Liebman, CFA®, CRPC®, CAIA®, Founding Partner and CEO, at Amplius Wealth Advisors, shares his insights, strategies, and experiences in navigating the growth stages of the business. Read more: https://bit.ly/3L9ch1X
-
-
Yesterday, the S&P 500 hit 334 days without a 2% one-day decline—the longest streak since early 2018. This remarkable run signals market stability and strong investor confidence. Is a correction on the horizon, or will the streak continue? #StockMarket #SP500 #Investing
-
-
In Episode 19 of the Amplifier podcast, Patrick Swift, CFP® explains the role of insurance in managing financial risks. For the full discussion, click here: https://lnkd.in/eGUQ99zh
-
Congratulations to Aaron Marks, Matthew Liebman, CFA®, CRPC®, CAIA®, and Patrick Swift, CFP®, for their recognition in AdvisorHub 2024 Top RIAs to Watch Ranking for the second consecutive year, highlighting their unwavering dedication and resilience. This year, each partner earned recognition in three categories: Matt: Ranked #43 among the top 200 Advisors to Watch Aaron: Ranked #87 among the top 150 Advisors To Watch (Over $1B) Patrick: Ranked #16 among the top 100 Next Gen Advisors For the full rankings, visit: https://lnkd.in/es6tKEek
-
-
Curious if life insurance can be used as an investment tool? Matthew Liebman, CFA®, CRPC®, CAIA®, Aaron Marks and Patrick Swift, CFP® provide their professional insights in this clip. Watch the full episode of the Amplifier podcast: https://bit.ly/3Rr6gkS