News & Information

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...

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 of Transitional Wealth Planners with...

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 it has welcomed 18...

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...

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...

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 network of Advisors with the...

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...

Founders Should Plan A Legacy, Not Simply An Exit

Wealth Solutions Report / By Larry Roth, Joe Kuo, Julius Buchanan And Thomas Lee

...