Our Team

Aaron Marks

Founding Partner & Chief Strategy Officer | Wealth Advisor

Aaron Marks
phone: 215-310-7778

Aaron Marks

Founding Partner & Chief Strategy Officer | Wealth Advisor

As Founding Partner and CSO of Amplius Wealth Advisors, Aaron drives the strategic direction, vision, and growth initiatives for the firm and its clients, striving to anticipate and adapt to industry trends and changes in client needs. As a recognized wealth advisor, Aaron possesses unique insight into the oft-changing landscape of wealth management, and ultimately what clients value in their advisor relationship. Prior to co-founding Amplius Wealth Advisors, Aaron was a Financial Advisor at Merrill Lynch since 2011, and most recently co-led The Liebman Marks Group. While at Merrill Lynch, Aaron focused on a holistic wealth planning process for a select number of clients throughout the U.S.

Aaron has earned industry accolades, most recently being named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes. He has also been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017.

Aaron grew up in the Philadelphia suburbs, attending Abington High School before earning a bachelor’s degree in finance at The University of Pittsburgh.

Aaron lives in Ambler, PA with his wife Emily, a Speech-Language Pathologist, their son Ethan and daughter Molly. Aaron volunteers as a coach for his children’s youth sports teams and is passionate about golf, fly fishing, skiing, and spending his time with family.

 

[1] Top Advisors in Pennsylvania by Forbes as a “Best-in-State Wealth Advisors” ranking in 2020 and 2021 – The rankings are based on 5,000 advisors, nominated by their firms—then researched, interviewed and assigned a ranking by SHOOK Research.

[1] The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Methodology can be found here.

Regarding all Ratings & Rankings: AWA is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. The rankings are not representative of any one client’s experience because of the way in which it is calculated. Inclusion on the above list is absolutely not indicative of AWA’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if AWA is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of AWA by any of its clients.