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

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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, Founding Partner & Chairman/Wealth Advisor
Matthew D. Liebman, Founding Partner & Chief Executive Officer/Wealth Advisor
Aaron Marks, Founding Partner & Chief Strategy Officer/Wealth Advisor ....

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$1.2B RIA Leaves Merrill to Create New Firm

What You Need to Know
The firm says it can serve its clients better as a fiduciary.
Dynasty Advisors continues to grow its network of advisors.
Fidelity Institutional is serving as custodian for Amplius Wealth Advisors.
A financial advisory team has broken away from Merrill Lynch to create Amplius Wealth Advisors, an RIA based in Blue Bell, Pennsylvania, that has become a member of the Dynasty Network of advisors and selected Fidelity Institutional as its custodian, Dynasty Advisors said Tuesday.
The principals of Amplius most recently worked for The Liebman Marks Group, a boutique wealth management group within Merrill Lynch Wealth Management that was advising on more than $1.25 billion in client assets, according to Dynasty. The team has expertise in comprehensive wealth planning, tax accounting, public finance, portfolio management, asset allocation, research, real estate and insurance. ....

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