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March 2, 2021
A four-adviser team managing $1.25 billion at Merrill Lynch has left the wirehouse to form Amplius Wealth Advisors in Blue Bell, Pennsylvania.
The new firm has affiliated with Dynasty Financial Partners.
Formerly known as The Liebman Marks Group, Amplius Wealth Advisors consists of eight professionals, including four advisers: partners Samuel Liebman, Matthew D. Liebman and Aaron Marks, and Patrick J. Swift.
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I listened to every episode before making my transition. Hearing the mindset and tactics of the industry’s best advisors was amazing. Perspective is so important and that is what you consistently bring to your audience.
Your podcast helped me a ton during my due diligence. There is no replacement for hearing from others who were successful leaving the wires. You are doing great things for the industry.
A fantastic bundle of wisdom from one of the very best Curators of all things Wealth Management.
I love the fact that you are talking to a diverse group of people in our industry and educating us all. We are all doing our own thing, so it’s helpful listening to other interviews and hearing about different approaches to the business.
I didn’t realize what I could do until I heard what other advisors were doing. Then week after week, it was like the gaps were filled in. Without it, I wouldn’t have had the confidence to go independent. Even after transitioning, I still can’t wait for Thursday mornings to hear the latest interview.
Best new resource I have come across in a long while.
I would say one of the best things I ever did was listen to your podcast. I listened to it a thousand times. There are so many aspects to explore. You’re driving blind until you actually engage a professional.
This is outstanding. Every team considering independence should listen.
Every advisor at a brokerage firm should listen to this podcast. I’m convinced that most advisors don’t realize their real value. Do your research. You deserve your true value and going out on your terms. It’s your life’s work. Even if you don’t transition to independence, know your value and options in order to make an educated decision.
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