The AmeriFlex Group® Surpasses 200 Partner Advisors
Fast-Growing Hybrid RIA Innovative Solutions-Focused Programs and Industry-Leading Succession Support Spurs Continued Growth Firm’s Total Assets Now Exceed $13 Billion LAS VEGAS, Aug. 20, 2024 — The AmeriFlex Group®,
In Wealth Management, the Retirement Numbers Aren’t Adding Up
AdvisorHub / By Thomas Goodson
The AmeriFlex Group Adds Another Team Member to Santa Barbara Flagship Office
8/13/24 Santa Barbara, CA The AmeriFlex Group, a national wealth advisory firm with deep roots in the greater Santa Barbara area, announced the addition of
The AmeriFlex Group Continues Affiliation Model with $76MM Willington and Avon, CT Offices
Carole-Lynn Saros, CPA, CFP® and Larry Kushner partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV
Advisors Weigh Impact of Republican Platform on Client Portfolios
InvestmentNews.com / By Gregg Greenberg
An Investment in Women Is an Investment in the Future
Hannah Buschbom and Thomas Goodson / WealthManagement.com
The AmeriFlex Group® Welcomes Shepherd Legacy Financial
Scott Shepherd and Jesse Shepherd partner with The AmeriFlex Group® Fort Wayne, IN based $110 million team is latest to join the fast-growing Hybrid-RIA Las
The AmeriFlex Group Welcomes Envision Financial Partners
Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant
AmeriFlex Acquires W Source, A Networking Platform For Women
FA Staff / fa-mag.com – The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women
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...
The AmeriFlex Group® Welcomes Jacob Reid and Capital Insight Financial Group to its Hybrid RIA from Osaic
Firm Continues Affiliation Model as New Partnership with Cambridge Enhances its Flexibility and Service Offerings LAS VEGAS, Sept. 29, 2025 /PRNewswire/ — The AmeriFlex Group® (“the firm”), a rapidly growing,...
Wealth Managers Must be Prepared to Discuss the Downside of Lower Rates
InvestmentNews / By Gregg Greenberg
...Sell-And-Stay Versus Sell-And-Leave Acquisitions
AdvisorHub / Jeff Nash, Founder & CEO, BridgeMark Strategies
...Welcome to the dog days of summer! Forget about that advisor-client golf game!
InvestmentNews / By Gregg Greenberg
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