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 $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 Grand Island, NE Office
The AmeriFlex Group® Launches Proprietary, High-Tech Solution to Support Advisors in Delivering Customized Financial Planning Services
AmeriFlex Premier+ platform gives clients a glimpse into possible future outcomes to help guide decision making Las Vegas, May 4, 2023 / The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid...
The AmeriFlex Group® Continues Affiliation Model With Phoenix, AZ Office
Contact Jesse KurraschTelephone (702) 987-9732Email jesse@homeforhybrids.comWebsite www.ameriflex.com Josh Mathias partners with Scott Harris Financial Group and The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas,...
The AmeriFlex Group® Announces Q1 2023 Affiliation Results Blowout!
LAS VEGAS, April 1, 2023 – The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, led by Thomas Goodson, CEO today announced a record-breaking first...
The AmeriFlex Group® Continues Affiliation Model With Scottsdale, AZ Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Erick Krosky, CFP®, CIMA partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex...
The AmeriFlex Group® Continues Affiliation Model With Thousand Oaks, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com David Hughes partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded...
The AmeriFlex Group® Continues Affiliation Model With Scottsdale, AZ Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Scott Harris, CFP® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®...
The AmeriFlex Group® Continues Affiliation Model With Centennial, CO Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Chad Leigh, CLU®, AIF® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex...
The AmeriFlex Group® Continues Affiliation Model With Columbus, OH Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Ryan B. Smith, and Derrick L. Sweeney partner with The AmeriFlex Group® Las Vegas, NV...