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,
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®
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
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
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
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
The AmeriFlex Group ® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors
Rapidly Growing Hybrid RIA Transitions to Cambridge for Greater Flexibility, More Personalized Support and Highly Collaborative Culture between Home Office and Large Enterprises New Partnership Enables Firm to Expand Affiliation...
The Advisor Succession Crisis Isn’t Going Away
Wealth Solutions Report / By Michael Madden
...The AmeriFlex Group Continues Affiliation Model with Arktos Wealth Management’s Glendale, CA Office
Frank Virgallito, CFP® partners with The AmeriFlex Group® LAS VEGAS – February 12, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional wealth...
The AmeriFlex Group Continues Affiliation Model with Denver, CO Office
Robert L. Holland, Jr., CFP partners with The AmeriFlex Group®LAS VEGAS – February 3, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional...
AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts
Think Advisor / By Jane Wollman Rusoff
...The AmeriFlex Group® Continues Affiliation Model With Maes Financial’s Brielle, NJ Office
Susan Maes partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, recently expanded its network of Transitional Wealth Planners. Susan brings over...
The AmeriFlex Group® Continues Affiliation Model With Power Women Investing’s Tucson, AZ Office
Tiana Ronstadt partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. Tiana offers the...
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...