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® Continues Affiliation Model with Tuscaloosa, AL Office
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Brad Gray, AAMS®, CPFA®. Based...
The AmeriFlex Group® Continues Affiliation Model with Bryan Pecherek, Chalfont, PA Office
Your Plan Financial Services 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...
The AmeriFlex Group® Continues Affiliation Model with $170MM Roseville, CA Office
Sequoia Advisory Group 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 AmeriFlex Group® Continues Affiliation Model with $350MM Bloomington, IL Office
Falstad & Associates Financial Services partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth...
The AmeriFlex Group® Launches AI-Enabled Scout Program to Identify Advisors Approaching Succession
The Scout Program, developed by The AmeriFlex Group, creates complete profiles for hundreds of advisors in need of succession planning support in minutes LAS VEGAS, Aug. 24, 2026 /PRNewswire/ —...
The AmeriFlex Group® Continues Affiliation Model with $120MM Greenville, SC Office
Bart Ellis 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 $242MM Jefferson City, MO Office
TendWell Financial Planning & Investments partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth...
The AmeriFlex Group® Continues Affiliation Model with $200MM Carmel/Valparaiso, IN Office
RP Wealth Advisors 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 AmeriFlex Group® Continues Affiliation Model with Sacramento, CA Office
Anne Hasbrook, AIF® 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...