In the Keystone State, $1.2 Billion Advisory Team Launches New Firm, Amplius Wealth Advisors, with Dynasty Financial Partners
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, F...