What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Amplius Wealth Advisors

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United States
Blue Bell, PA
Amplius Wealth Advisors

At Amplius, We Amplify Our Focus Solely On You. Amplius is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms.

Amplius Wealth Advisors offers independent, fiduciary financial planning and investment management, helping executives, professionals, and families optimize their financial strategies. Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer their wealth. Based in the Philadelphia area, Amplius is run by a team of experienced wealth managers who worked together at an industry leader, honing their financial planning expertise, and now deliver a broader, objective offering of advice, investment opportunity, and resources, backed by the personal attention of a boutique firm. Through Dynasty, Amplius has access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center. Operating in Dynasty’s open architecture, Amplius fulfills the fiduciary standard in every client relationship: putting the client’s best interests ahead of all others. Serving as steward, advisor and advocate for their clients, Amplius offers goals-based financial planning. The firm’s highly disciplined process begins with a deep learning of all components of a client’s life that either impact or are impacted by any financial decisions. By getting to know each client personally, the Amplius team helps them articulate their needs and goals in a holistic approach to constructing a customized financial roadmap. Applying business insights, planning expertise, and wealth management experience, the Amplius team creates a set of recommendations fully adapted to the individual client’s situation. Those recommendations are based on the sound judgment of how the Amplius team members would apply the same solutions to their own lives. This level of accountability, enhanced by the genuine compassion that drives the culture at Amplius, is a distinct hallmark of how the firm is committed to serving its clients. Amplius Wealth Advisors helps clients sustain and prudently grow their wealth by offering customized solutions to achieve their goals through a thorough approach to financial planning and a vast array of investment resources.

10/31/2026

Happy Halloween from Amplius! 🎃

Tonight, one bucket for all your candy? Smart Strategy.
Your portfolio, one stock for your net worth? Spooky.

Have a safe and happy night!

10/30/2026

Did you know we have a page dedicated to concentrated equity planning?

If much of your net worth is tied to one company, it's a great place to start.
Score your concentration risk, estimate ISO and RSU taxes, and download our Concentrated Stock Playbook, all on your timeline and on your terms.

Check it out: https://ampliuswealth.com/concentrated-equity-planning/

For educational purposes only. Not investment or tax advice.

10/29/2026

Amplius in the News 🗞️

What could the midterms mean for markets?

Amplius Founding Partner and CEO, Matthew Liebman, was featured in Barron's Advisor's Big Q column, sharing his outlook on the upcoming midterm elections.

Matt sees the likely outcome as neutral to mildly positive for markets, noting that gridlock or centrist compromise would be market-friendly and that earnings will continue to drive market performance.

Read the full feature: https://www.barrons.com/advisor/articles/midterms-markets-7905e363?mod=features

10/29/2026

Amplius in the News 🗞️

What could the midterms mean for markets?

Amplius Founding Partner and CEO, Matthew Liebman, was featured in Barron’s Advisor’s Big Q column, sharing his outlook on the upcoming midterm elections.

Matt sees the likely outcome as neutral to mildly positive for markets, noting that gridlock or centrist compromise would be market-friendly and that earnings will continue to drive market performance.

Check out this feature on our site. Link in bio.

10/27/2026

Some causes hit close to home.

We were proud to sponsor the Toes in the Sand Golf Outing this October — a beautiful event honoring the memory of Jen Becht and raising funds for cancer research.

To Allyson and her family: thank you for turning love into action.

https://hubs.ly/Q04CsqZx0

10/26/2026

When comparing whole life insurance to term life insurance, it's worth considering how investing the difference in premiums could impact your long-term financial picture.

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

10/24/2026

Sometimes, the value of a whole life insurance policy goes beyond the numbers—it can also serve as a way to build consistent savings habits.

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

10/23/2026

When it comes to permanent life insurance, do you really know where your premiums are going?

In Episode 51 of The Wealth Amplifier, Patrick Swift and Jacky Petit-Homme break down how insurance premiums are allocated, why policy illustrations don't always tell the full story, and the importance of understanding what you're actually paying for.

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

10/22/2026

Most executives we talk to aren't worried about whether they have enough.

They're worried about what happens if they get it wrong.
The wrong tax decision at vesting. The wrong move with a concentrated position. Retirement timing that didn't account for the full picture.

That's exactly why we built Amplius around comprehensive planning, not just portfolio management. Because the details are where wealth is won or lost.

For educational purposes only. Not investment or tax advice.

10/21/2026

Long-term care decisions are too important to leave until the moment you need to make them.

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

Address

Blue Bell, PA
19422

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://ampliuswealth.com/, https://www.youtube.com/@ampliuswealthadvisors

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