The AmeriFlex Group® Continues Affiliation Model with $120MM Greenville, SC Office
Bart Ellis partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of
The AmeriFlex Group® Continues Affiliation Model with $242MM Jefferson City, MO Office
TendWell Financial Planning & Investments partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Glen Reinkemeyer, CFP®, Nate Pecherek, and
The AmeriFlex Group® Continues Affiliation Model with $200MM Carmel/Valparaiso, IN Office
RP Wealth Advisors partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its
The AmeriFlex Group® Continues Affiliation Model with Sacramento, CA Office
Anne Hasbrook, AIF® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Anne Hasbrook,
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
Wealth Solutions Report / By: Thomas Lee
The AmeriFlex Group® Continues Affiliation Model with $170MM Amherst, NY Office
Murray Richardson, BFA™, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network
The AmeriFlex Group® Adds More than $1.7 Billion in Total Client Assets in First Half 2026
LAS VEGAS, July 7, 2026 — The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced
The AmeriFlex Group® Continues Affiliation Model with $98MM Rochester, NY Office
David Young, CPA, and Michael Linkey, partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition
The AmeriFlex Group® Continues Affiliation Model with $138MM Portsmouth, NH Office
John Caggiano, LUTCF, ChFC®, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of John
The AmeriFlex Group® Continues Affiliation Model with Blue Ridge Wealth Management , SC Office
Gena Meredith partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the...
The AmeriFlex Group® Continues Affiliation Model with $277MM Dubois, PA Office
Scott Barber, CFP® and the Barber Financial team partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV recently expanded their network...
The AmeriFlex Group® Continues Affiliation Model with Anthony Barrese Asset Management, NY Office
Anthony Barrese and Steve Smith partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners...
The AmeriFlex Group® Continues Affiliation Model with Robert Peller, CPA, MBA and Peller Wealth Management
Las Vegas, NV – The AmeriFlex Group is pleased to announce that Robert Peller and his firm, Peller Wealth Management, have officially affiliated with the organization, effective March 2, 2026....
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
Las Vegas-Based Hybrid to Use Funds to Support Expansion of its SuccessionFully® Platform Investment to Accelerate National Launch and Strengthen the Holistic Succession Planning Tool, Reinforcing Firm’s Position as an...
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025
Partnership with Cambridge Enables Further Development of SuccessionFully® and Reinforces Firm’s Position as Industry’s Premier Succession Resource LAS VEGAS, Dec. 16, 2025 / — The AmeriFlex Group® (or “the firm”),...
The AmeriFlex Group® Continues Affiliation Model With Next Level Investor’s Redding, CA Office
Lewis Chamberlain and Rowan Chamberlain partner with The AmeriFlex Group® Las Vegas, NV – We are excited to share the great news that Lewis Chamberlain and his daughter, Rowan Chamberlain,...
The AmeriFlex Group Welcomes First RIA-Only Advisor Following Broker-Dealer Transition
Las Vegas, NV – The AmeriFlex Group announced the affiliation of its first RIA-only advisor under its newly expanded affiliation model. This milestone follows the firm’s recent broker-dealer change, which...