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® 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...