Fiduciary Advice,
Amplified Experience

About Amplius

We are a Philadelphia-based independent wealth management firm assisting successful executives, professionals, and multi-generational families across the nation. We help you sustain, grow, and transfer your wealth.

The Amplius Advantage

Experienced Advisory Team

Our team combines knowledge in wealth management, tax strategies, and financial planning to guide you through every stage of your journey.

The Amplius Advantage

Nationwide Client Base

Amplius serves clients across the US. We believe niche expertise with regard to your financial situation is more pertinent than geographical location.

The Amplius Advantage

Independent Fiduciary Advisors

We are committed to always putting your best interests first, providing unbiased guidance to help you make the most informed financial decisions.

The Amplius Advantage

Comprehensive Wealth Planning

Our approach integrates all aspects of your financial life. with custom strategies that align with your unique goals.

The Amplius Advantage

Balanced Investment Strategy

Our investment philosophy emphasizes the importance of tailored asset allocation and steadfast behavioral discipline to achieve long-term financial success.

Our Services

Forward-thinking, transparent wealth management guidance designed with your best interests in mind.

Amplius offers comprehensive wealth management in Philadelphia and nationwide. Our proactive, fiduciary advice spans across employee stock awards, tax strategies, estate planning, retirement planning, and more.

Nationally Recognized By

Who We Serve

Amplius Wealth Advisors’ wealth management services are tailored to corporate executives and high-net-worth families. Whether you’re advancing your career, growing your wealth, or planning your family’s legacy, we offer the knowledge and guidance to support your financial goals.

Resources

Along with financial planning, Amplius Wealth Advisors shares news and market updates to keep you in the know. We also host The Wealth Amplifier podcast packed with helpful tips and insights to make managing your finances a little easier.

We can help.

Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.

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Set You Free

Big winners in your portfolio shouldn’t mean big tax headaches. A 351 exchange offers a way to diversify smarter—by deferring capital gains taxes while maintaining long-term growth potential.