user avatar

Anthony Giunipero

Advisor at Amphora Wealth Management, LLC

Updated today
Amphora Wealth Management, LLC logo

Firm

Amphora Wealth Management, LLC

Location

Media, PA

Credentials

Series 65

Industry experience

5 years

About

Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.

Client services

Based on Amphora Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Amphora Wealth Management, LLC

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Divorce financial planning

Fee options

Fixed

Financial planning services flat fees ranging from $2,500 to $15,000 per plan; educational seminars/workshops flat fees ranging from $100 to $500

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $6,000,000: 0.80% annually $6,000,001 - $16,000,000: 0.60% annually $16,000,001+: 0.50% annually

Project-based

$50 to $500 per hour depending on personnel; $300 per hour for divorce consulting

Other

Account minimum: $8,000 minimum annual fee Minimum fee: Minimum annual fee of $8,000 charged in quarterly increments Fee-only: Financial planning flat fees ranging from $2,500 to $15,000 per plan; hourly fees from $50 to $500 per hour depending on personnel; $300 per hour for divorce consulting

Location

Media, PA

Most active in

North Carolina · Pennsylvania

Work history

OneMain Financial

2024 - Present (2 years)

OneMain Financial

2022 - 2024 (2 years)

Globus Medical

2021 - 2022 (1 year)

Amphora Wealth Management, LLC

2021 - Present (5 years)

United State Marine Corps Reserves

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
user avatar

Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
user avatar

Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Li M

Series 65

Wilmington, DE

Annova LLC

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
user avatar

Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")