The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Welcomes Three Independent Wealth Management Practices Overseeing $721 Million to its Rapidly Growing Hybrid RIA
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
The AmeriFlex Group® Continues Affiliation Model with Sarasota, FL Office
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group®: Launches SuccessionFlex®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
The AmeriFlex Group® Continues Expansion With Denver, Colorado Office
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
The AmeriFlex Group® Welcomes Three Southern California-Based Practices
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
The AmeriFlex Group®: Disrupting the Traditional Super-OSJ Model
Thomas Goodson at The AmeriFlex Group® Discusses Why the Traditional Super-OSJ Model Has Run Its Course – And Why the Hybrid RIA Group Model Will Replace It
The AmeriFlex Group®: Continues Affiliation Model with 14th Affiliated California Office
M. Scott Huddleston, CLU®, ChFC® of Newcastle Financial Advisors in Orange County, CA partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 13th Affiliated California Office
Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
Thomas Goodson Named Finalist – Executive of the Year of RIAs: Less Than $10 Billion in Assets
Meet the Luminaries Class of 2024 Finalists – By Janet Levaux / thinkadvisor.com
...The AmeriFlex Group Continues Affiliation Model with Seven Hills Wealth Planning’s $205MM Worcester, MA Office
John Lian partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. John Lian has...
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®, a rapidly growing, advisor-owned hybrid...
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 a new team member –...
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 recently expanded their network of...
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 Vegas, NV – The AmeriFlex...