The AmeriFlex Group® Continues Affiliation Model with $100MM RIA-Only Folsom, CA Office
Melissa Yano, CFP®, CExP®, 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 $299MM Lubbock, TX Office
Mark Wolfe, CRPC®, and Luke Ford 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
Founders Should Plan A Legacy, Not Simply An Exit
Wealth Solutions Report / By Larry Roth, Joe Kuo, Julius Buchanan And Thomas Lee
How advisors expand ‘wallet share’ when growing market share gets tough
InvestmentNews / By Gregg Greenberg
The AmeriFlex Group® Continues Affiliation Model with $266MM Houston, TX Office
John Going, CFP® 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 Boca Raton, FL Office
Ana Diaz, CFP®, Rick Moss, ChFC®, CLTC®, & Nick Cantore join The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners
The AmeriFlex Group® Continues Affiliation Model with $165MM Erie, PA Office
Jon Beaton, RICP, CPFA & Bob Chess, CFP®, CFS, RFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to
The AmeriFlex Group® Targets Advisor Succession Breakdown with Single-Source Platform
PR Newswire
Sell Your Business Before You Have To
By Thomas Goodson / WealthManagment.com
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...