Goals-Based Approach to Financial Planning and Personal Investing
We help successful executives, professionals and multigenerational families solve complex decisions on how to best protect, sustain, and transfer their wealth.
Amplius Wealth Advisors is a registered independent advisory firm, based in the Philadelphia area. Our firm is led by a team of experienced wealth managers who worked together at an industry leader, where we honed our financial planning expertise.
With Amplius, we deliver a broader, objective offering of advice, investment opportunity, and resources, which we support with the personal attention you can expect from a boutique firm.
Serving as your steward, advisor and advocate, we prescribe goals-based financial planning, utilizing a highly disciplined process. We start by learning all components of your life that either impact or are impacted by any financial decisions.
By getting to know you personally, the Amplius team helps you articulate your needs and goals in a holistic approach to constructing a customized financial roadmap. We apply our business insights, planning expertise, and wealth management experience to create a set of recommendations fully adapted to your situation. Those recommendations are based on the sound judgment of how the Amplius team members would apply the same solutions to our own lives.
This level of accountability is enhanced by the genuine compassion that drives the culture at Amplius. Operating in an open architecture, we fulfill the fiduciary standard by putting your best interests ahead of all others. Our mission is simply to help you sustain and prudently grow your wealth.
Amplius is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have 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.
Given the same situation, opportunity and goals, everything we recommend for a client, we would do for ourselves.