Meet the RIA

Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity. 

The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation.  Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA. 

Adding to its list of strategic acquisitions, Arkadios Capital recently bought Investment Architects, which manages about $1.25 billion. CEO David Y. Millican IV says one of the key factors in these decisions is identifying high-quality advisors. He expects that we will continue to see a lot more activity in the industry with interest rates so low.

CEO Joseph P. Biondo shares how Biondo Investment Advisors has expanded its RIA business to just under $1 billion in assets under management. He discusses dividend and growth strategies, how they are using ETFs and Mutual Funds, and the importance of diversified long-term planning.

Chief Investment Officer and President of Johnson Wealth Brian Andrew shares how the firm has carved out a niche advising pilots, family businesses, and other groups. The RIA manages $10 billion and has plans to grow.

Chief Investment Officer Mike Vogelzang reveals that CAPTRUST is taking some of its winnings off the table, but he also warns investors not to get too caught up in the moment, encouraging them to focus on the longerm. CAPTRUST manages more than $60 billion and recently earned the #6 spot on Barron's list of the Top 100 RIA Firms in the United States.