By Matt Liebman | August 2026
What does independence really mean in wealth management, and how can it shape the relationship between advisors and their clients?
Matt Liebman, Founder and CEO of Amplius Wealth Advisors, sits down with Investor Magazine for a wide-ranging conversation on the evolution of Amplius, why the firm chose independence, and how the wealth management industry continues to change. Matt discusses the importance of understanding how advisors and firms are compensated, Amplius’ approach to AI and technology, the evolving balance between financial planning and investment management, and why he believes the $1–$10 million client segment deserves more attention. He also shares what Amplius is focused on over the next 12 months and where the firm sees opportunities to continue making an impact for clients.
Watch the full conversation to hear Matt’s perspective on independence, innovation, client relationships, and the future of wealth management.