People

Aaron Marks

Aaron Marks

Formal First Name
Aaron
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Aaron Marks is the Founding Partner and Chief Strategy Officer of Amplius Wealth Advisors. He is responsible for driving the strategic direction, vision, and growth initiatives for the firm. A nationally recognized wealth advisor, Marks possesses unique insight into the ever-changing landscape of wealth management. Prior to Amplius, Marks was consistently recognized as a top advisor at Merrill Lynch, where he focused on a holistic wealth planning process for clients throughout the United States.

Professional Experience


Academic History

AWARDS AND RECOGNITIONS

  • Marks was named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes.
  • He has been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017.


PERSONAL LIFE

  • Marks grew up in the Philadelphia suburbs.
  • He volunteers as a coach for his children’s youth sports teams.
  • He is passionate about golf, fly fishing, skiing, and spending his time with family.