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In the News

Merrill Lynch team managing $1.25 billion goes indie

Posted by Cathy Nichols

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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About Cathy Nichols

Senior Consultant – Extensive industry knowledge and a unique ability to listen and respond like a fiduciary is what advisors connect with – and appreciate – and have allowed Cathy to build relationships based on trust, personal connection and growth. Learn more...

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