Author: Matthew Liebman, CFA®, CRPC®, CAIA®
Matthew Liebman, CFA®, CRPC®, CAIA®
As Founding Partner and CEO, Matt drives the principal mission and core promise of Amplius Wealth Advisors: to put clients at the center of everything Amplius Wealth Advisors does. Prior to founding Amplius Wealth Advisors, Matt returned home to the Philadelphia area in 2008, where he co-led The Liebman Marks Group at Merrill Lynch for 13 years, consistently receiving firm recognition as a top advisor. Before Merrill Lynch, Matt worked in the investment management industry in New York City in a variety of roles – as a research analyst, portfolio manager, and hedge fund manager. Combined with his education and background in asset allocation theory and behavioral finance, Matt has considerable experience with high-net-worth families and provides a unique approach to guiding clients towards their financial goals. Matt is a CFA® Charterholder, Chartered Retirement Planning Counselor (CRPC®), and Chartered Alternative Investment Analyst (CAIA®). Matt earned a BBA from Emory University’s Goizueta Business School as a dual major in business and political science with concentrations in finance and new venture consulting. Matt is a Member of the New York Society of Security Analysts, Philadelphia Society of Security Analysts, CFA Institute, and the CAIA Institute. He serves on the boards of the Anti-Defamation League and the Alumni Board of Emory University’s Goizueta Business School. Matt lives in Haverford, PA, with his wife Allison and two children, Noah & Lucy. He is an avid NBA fan, tennis player, and volunteer basketball coach for his children’s youth teams. Matt is an avid follower of domestic and global politics and enjoys reading business, sports, and political non-fiction books.
Generic Advice Is Failing Most People Personal finance advice is everywhere. Social media influencers, television pundits, and bestselling authors promise simple rules and fast results. Follow this formula, they say, and financial success will follow. That promise is misleading. Most financial advice treats money as universal and predictable. In reality, money is personal, emotional, and shaped by experience. When advice ignores that truth, it can do more harm than good. Too often, people follow rules that were never meant for them and end up frustrated, stressed, or convinced they are failing. Money is not one-size-fits-all, yet the financial industry often…
Within our industry, it is easy to assume that every individual or household should work with a wealth manager. The reality is more nuanced. Some investors are fully capable of navigating their financial lives independently, especially as technology democratizes access to information and low cost investment solutions. Many others, and arguably a majority, stand to gain significantly from professional guidance. When we talk about advisor value, we often focus on returns or fees. Yet the true rationale for engaging an advisor is broader and more enduring. Based on decades of working with clients across life stages and wealth levels, I…