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3 Mar, 2021
Dynasty Financial Partners LLC launched a new financial advisory firm, Amplius Wealth Advisors.
The principal advisers Samuel Liebman, Matthew Liebman, Aaron Marks and Patrick Swift most recently worked for The Liebman Marks Group, a boutique wealth management group within Merrill Lynch Wealth Management, and managed more than $1.25 billion in client assets.
Amplius, Blue Bell, Pa., is also the newest member of the Dynasty Network of advisers and plans to use Dynasty's capabilities in capital markets, investment banking, investment research and consulting, advanced technology, proprietary analytical tools and marketing services.