Ex-Merrill Team Launches $1.1 Billion RIA with "Fun, Flexible, Casual" Culture

08 mins 15 secs

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Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity.

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