Murray Richardson, BFA™, 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 Murray Richardson, BFA™, President of Heritage Line Wealth Management. Murray joins The AmeriFlex Group® from Osaic, bringing 16 years of industry experience and a planning-focused practice. Together with his team—Marissa Schenback, Registered Assistant; Karrie Boulware, Client Relationship Manager; and Amy Lipniarski, Office Manager—he is dedicated to helping individuals, families, and business owners make confident financial decisions through personalized planning and wealth management.
As an independent financial advisor and Behavioral Financial Advisor (BFA™), Murray specializes in Behavioral Financial Planning, combining evidence-based investing, behavioral finance, and modern technology to help clients stay focused on their long-term goals.
Murray says, “My goal has always been to help clients make financial decisions with confidence and purpose. Whether we’re discussing retirement, investing, tax planning, or major life transitions, I want clients to feel understood, supported, and confident that their financial plan reflects what matters most to them.”
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Murray’s dedication to helping clients make informed financial decisions, combined with his expertise in behavioral finance and retirement planning, makes him an outstanding addition to our network. His commitment to serving families with integrity and his involvement in the community align perfectly with the values and culture we strive to foster at AmeriFlex.”
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The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.