Amplius Team
Aaron Marks
Founding Partner & Chief Strategy Officer
Aaron Marks
Founding Partner & Chief Strategy Officer
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 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.