Offering deep expertise in comprehensive wealth planning, tax accounting, public finance, portfolio management, asset allocation, research, real estate, and insurance
ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Dynasty Financial Partners today announced the launch of a new 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
- Patrick J. Swift, Vice President of Wealth Planning/Wealth Advisor
“We were content at our former firm and our growth over the past several years has been tremendous. But two years ago, we started the due diligence process out of our commitment to always try to do more and do better for our clients and their families. Once we completed an in-depth look at the landscape, we realized there is so much more we can do for clients now as a true fiduciary,” said Matt Liebman, CEO of Amplius Wealth Advisors. “In terms of firm growth, we anticipate receiving even more introductions to a broad array of quality clients.”
Amplius Wealth Advisors has professionals ranging in age from their 20’s to their 90’s and offer deep expertise in comprehensive wealth planning, tax accounting, public finance, portfolio management, asset allocation, research, real estate, and insurance. Amplius Wealth Advisors Chairman Samuel Liebman is the father of Amplius CEO Matthew Liebman.
The name ‘amplius’ means ‘a larger amount’ in Latin. The firm chose the name Amplius Wealth Advisors because they seek to help clients do more with their wealth and to achieve greater goals.
According to Dynasty CEO Shirl Penney, “We are delighted to welcome Sam, Matt, Aaron and the whole team of Amplius Wealth Advisors. They spent a year doing diligence and came to realize what an increasing number of advisors are realizing: that there are significant opportunities for both clients and advisors in the independent space. We are delighted to have this growing firm join the Dynasty family of independent advisors.”
Amplius Wealth Advisors has selected Fidelity InstitutionalSM as its custodian. Amplius is also the newest member of the Dynasty Network of advisors. They plan to tap Dynasty’s capabilities in capital markets, investment banking, investment research and consulting, advanced technology, proprietary analytical tools, and marketing services.
Strong Demand For Advisors Like These
“Dynasty continues to see very strong demand for advisors like the Amplius team who see the benefits and want to join the independent movement. Their client-centric approach will translate seamlessly to the fully independent RIA model. As true fiduciaries, and with the support of Dynasty’s platform, Amplius is well positioned to accelerate their already impressive growth trajectory while continuing to evolve with, and serve, their distinguished clients,” said John Sullivan, Head of Network Development at Dynasty. “We expect more like-minded teams, who are committed to doing their due diligence, will ultimately determine that the fully independent model is the best path forward for clients and advisors, alike.”
“In Amplius, Sam, Matt and Aaron have brought together a strong, multi-generational team with a steadfast focus on helping their clients accomplish their life goals,” said David Canter, head of the RIA and family office segments for Fidelity Institutional. “Transitioning to independence will allow them to bring to life their vision for their firm and how they serve clients, and we’re pleased to be part of that journey with Dynasty, which has been a champion for independence for the past decade.”
Samuel Liebman, Founding Partner & Chairman | Wealth Advisor
Sam Liebman serves as Chairman and Founding Partner of Amplius Wealth Advisors. Prior to founding Amplius Wealth Advisors, Mr. Liebman co-led The Liebman Marks Group, a boutique wealth management group within Merrill Lynch Wealth Management.
Before joining Merrill Lynch in 2007, he was a wealth advisor at Paine Webber and Prudential-Bache Securities. He was #10 on Barron’s Top Advisor ranking for the state of Pennsylvania in 2011.
Prior to joining the investment advisory industry, he was a Field Agent for the U.S. Treasury Internal Revenue Service from 1966-1969 after serving in the U.S. Coast Guard as a Dangerous Cargoman. He graduated from Pennsylvania State University in 1965 with a BS in Accounting.
He is an active supporter of the Fallen Heroes Fund/Fisher Foundation since its inception. He is a trustee of Beth Sholom Congregation in Elkins Park, PA. He is an active supporter of AIPAC and the ADL. In addition, he twice served as Chairman of the Investment Division of the FAJA.
Matthew D. Liebman, Founding Partner & Chief Executive Officer | Wealth Advisor
As Founding Partner and CEO, Matt Liebman drives the principal mission and core promise of Amplius Wealth Advisors: to put clients at the center of everything Amplius Wealth Advisors does.
Prior to founding Amplius Wealth Advisors, he co-led The Liebman Marks Group at Merrill Lynch for 13 years. Before Merrill Lynch, Mr. Liebman worked in the investment management industry in New York City in a variety of roles – as a research analyst, portfolio manager, and hedge fund manager.
Mr. Liebman is a CFA® Charterholder, Chartered Retirement Planning Counselor (CRPC®), and Chartered Alternative Investment Analyst (CAIA®). He was recognized as one of the Top Advisors in Pennsylvania by Forbes as a “Best-in-State Wealth Advisors” ranking in 2020 and 2021.
He earned a BBA from Emory University’s Goizueta School of Business as a dual major in business and political science with concentrations in finance and new venture consulting.
Mr. Liebman is a Member of the New York Society of Security Analysts, Philadelphia Society of Security Analysts, CFA Institute, and the CAIA Institute. He serves on the boards of the Anti-Defamation League and KleinLife and is an active volunteer in the Philadelphia community.
Aaron Marks, Founding Partner & Chief Strategy Officer | Wealth Advisor
As Founding Partner and Chief Strategy Officer of Amplius Wealth Advisors, Aaron Marks drives the strategic direction, vision, and growth initiatives for the firm and its clients. Prior to founding Amplius Wealth Advisors, Mr. Marks was a Financial Advisor at Merrill Lynch beginning in 2011. Most recently, he co-led The Liebman Marks Group at Merrill Lynch.
He has earned multiple industry accolades, most recently being named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes. He has also been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017. He earned a bachelor’s degree in finance at The University of Pittsburgh.
Patrick J. Swift, Vice President of Wealth Planning | Wealth Advisor
As Vice President of Wealth Planning, Mr. Swift is responsible for overseeing and implementing the financial planning and wealth management processes for Amplius Wealth Advisors and its clients.
Prior to Amplius Wealth Advisors, he was a wealth advisor at Merrill lynch in the Philadelphia region for nearly 5 years, working with The Liebman Marks Group for the latter 3 years. Before Merrill Lynch, he began his career in wealth management with Karr Barth Associates in Bala Cynwyd, PA.
Mr. Swift earned a bachelor’s degree in both Finance and Marketing at Drexel University’s LeBow College of Business. He was also a captain and member of the Drexel Men’s Ice Hockey team.
He is a current Big Brother with the Big Brothers Big Sisters organization in the Independence region, providing adult mentoring to children in the Eastern Pennsylvania area.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business, as well as provides M&A support to firms looking to grow inorganically or to plan for succession. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. Dynasty has a leading network of RIAs who leverage its integrated platform and Dynasty’s growing Enterprise Group supports larger institutional clients who often have numerous advisors in multiple cities by delivering Dynasty’s platform at the home office and firm level. Dynasty has helped to level the playing field for advisors and firms looking to deliver Private Wealth Management capabilities to their UHNW clients vs many of the larger Wall Street firms in providing a robust suite of capabilities, products, and services, which when combined with Dynasty’s support offers independent advisors the ability to compete at the highest levels of wealth management client opportunities.
For more info on Dynasty please visit: http://www.dynastyfinancialpartners.com