Aaron Marks
University of Pittsburgh
Tell me more about Aaron Marks?
Aaron Marks is a highly experienced wealth advisor with 12.6 years of work experience. He specializes in wealth management, investment strategies, and retirement planning. Currently, he serves as the Founding Partner and CSO of Amplius Wealth Advisors, where he drives strategic direction and growth initiatives for the firm. Prior to his current role, he worked as a Financial Advisor at Merrill Lynch and co-led The Liebman Marks Group. Aaron has received multiple industry accolades and has been recognized as a top advisor at the firm. He is passionate about golf, fly fishing, skiing, and spending time with his family.
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About
As Founding Partner and CSO of Amplius Wealth Advisors, I drive the strategic direction, vision, and growth initiatives for the firm and its clients, anticipating and adapting to industry trends and changes in client needs. As a nationally recognized wealth advisor, I possess 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, I was a Financial Advisor at Merrill Lynch since 2011, and most recently co-led The Liebman Marks Group. While at Merrill Lynch, I was consistently celebrated as a top advisor at the firm, focusing on a holistic wealth planning process for a select number of clients throughout the U.S. I have earned multiple industry accolades, most recently being named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes. I have also been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017. I grew up in the Philadelphia suburbs, attending Abington High School before earning a bachelor’s degree in finance at The University of Pittsburgh. I live in Ambler, PA with my wife Emily, a Speech-Language Pathologist, our son Ethan and daughter Molly. I volunteer as a coach for my children’s youth sports teams and am passionate about golf, fly fishing, skiing, and spending time with my family.
...See MoreWork Experience
Founding Partner | Chief Strategy Officer | Wealth Advisor
Financial Services
Aaron Marks's Professional Milestones
- Senior Financial Advisor | Senior Vice President (2011-04-01~): Successfully implemented strategic financial initiatives, driving profitability and fostering team collaboration.
- Director Of Sales And Marketing: Driving revenue growth through strategic sales and marketing initiatives.
Education
Skill
Wealth Management
Investment Strategies
Retirement Planning
Certification
Colleagues
Matthew Liebman, CFA®, CRPC®, CAIA®
founding partner & chief executive officer | wealth advisor at amplius wealth advisors
Libby Whittaker, CRPC®
director | relationship manager at amplius wealth advisors
Philip Matalucci
Wealth Advisor
Merritt Carew
Operations
Aaron Marks
Founding Partner | Chief Strategy Officer | Wealth Advisor
Other Named Aaron Marks
Frequently asked questions
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Aaron Marks works for Amplius Wealth Advisors
Aaron Marks's role in Amplius Wealth Advisors is Founding Partner | Chief Strategy Officer | Wealth Advisor
Aaron Marks works in the industry of Financial Services
Aaron Marks's colleagues are Matthew Liebman, CFA®, CRPC®, CAIA®,Libby Whittaker, CRPC®,Philip Matalucci
Aaron Marks's latest job experience is Founding Partner | Chief Strategy Officer | Wealth Advisor at Amplius Wealth Advisors
Aaron Marks's latest education in University of Pittsburgh