Long-term-care services are among the many wild cards clients might need to handle, and financial advisors are taking steps to mitigate that risk.
Plan Now for Clients’ Long-Term-Care Needs, FAs Say
Long-term-care services are among the many wild cards clients might need to handle, and financial advisors are taking steps to mitigate that risk.
Tis the season to discuss charitable giving, advisors say
The fourth quarter is typically when advisors sit down with clients to discuss charitable donations and a whole lot more.
Forbes Top RIA Firms
We’re proud to share that Amplius has been named one of Forbes’ Top RIA Firms!
This recognition, awarded by SHOOK Research, highlights firms that demonstrate exceptional client service, industry expertise, and best practices in wealth management.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
Honored to be named a 5-Star RIA Firm by InvestmentNews!
We’re proud to be recognized as one of the top independent Registered Investment Advisors nationwide—a distinction awarded to a select group of firms delivering exceptional client outcomes and fiduciary-focused service.
We’re proud to share that Patrick Swift of Amplius has been named one of Forbes’ Best-In-State Next-Gen Wealth Advisors!
This recognition, awarded by SHOOK Research, highlights rising leaders in the wealth management profession who have demonstrated exceptional client service, innovative thinking, and a commitment to long-term financial success. Patrick’s dedication to building trusted relationships and delivering personalized strategies truly sets him apart.
Real Assets Adviser
Amplius CEO & Founding Partner, Matthew Liebman, was featured on Real Assets Adviser’s “Hot Minute” to share insights on what drives his approach to independent, fiduciary advice and personalized financial planning.
A Sudden Windfall Can Lead to Financial Mistakes. Best Advice From Money Pros.
Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth and use it to lead better lives.
AdvisorHub Spotlight
Big news! Two of our very own advisors, Matt Liebman and Patrick Swift, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2025 list!
We’re proud to see their hard work, dedication, and client-first focus recognized nationally.