AmeriFlex Group Achieves Remarkable Growth in Advisor Transitions
The AmeriFlex Group, a leading hybrid Registered Investment Advisor (RIA), has reported exceptional growth over the past year, marking a significant milestone by supporting 53 advisor transitions and bringing in over $3.4 billion in total client assets. This growing firm, consisting of 206 advisors across 29 states, now has around $14.6 billion in assets under management.
Financial Planning at the Core of AmeriFlex Group's Success
As a firm that prioritizes financial planning, AmeriFlex Group recognizes the increasing demand for security during times of transition. Thomas Goodson, the Founder and CEO of the organization, emphasized the necessity of providing innovative solutions that address advisors' needs, whether they are looking to grow their practice or transition out of their business.
Innovative Programs Fuel Growth
To drive growth and stability for its advisors, the AmeriFlex Group has established unique programs designed specifically to tackle the challenges faced by financial professionals today.
- The award-winning SuccessionFlex program allows advisors to create a succession and continuity agreement with AmeriFlex Group. This agreement provides an option for them to sell a portion of their revenue stream to the firm without suffering a minority ownership discount.
- The AmeriFlex Premier+ platform provides advisors with a high-tech financial planning solution, enhancing their ability to deliver exceptional service, enabling their clients to visualize their financial goals, and helping facilitate informed financial decisions.
- The firm expanded its capabilities through the acquisition of The W Source™, a networking platform aimed at fostering connections among women professionals across various industries, underscoring AmeriFlex Group's commitment to diversity and partnership.
Launching the Advisor Transition Network
This year, AmeriFlex Group introduced the Advisor Transition Network (ATN), aimed at simplifying the process of transitioning financial advisory practices. This national platform has created a confidential space for advisors looking to buy or sell their practice. Supported by over 200 qualified advisors, the network serves as a significant resource for those considering transitioning their business.
A Streamlined Process for Success
Goodson emphasized the importance of this network, as it offers clear pathways for advisors to navigate selling their businesses. With a talented team of succession specialists, AmeriFlex Group is better equipped than ever to help advisors prepare for retirement or transition with ease.
Recognition of Continued Success
AmeriFlex Group's dedication to its mission has not gone unnoticed. In 2024, the firm was recognized as a finalist in the Wealth Management Industry Awards for its outstanding succession planning program. Additionally, it earned accolades from Investment News as the fastest-growing RIA, and Goodson received the Executive of the Year award from the ThinkAdvisor LUMINARIES program.
About The AmeriFlex Group
Known as The Home for Hybrids®, the AmeriFlex Group comprises advisor-owned transitional wealth planners working collaboratively to benefit clients. They operate with the understanding that effective financial planning requires a personal touch. The group prides itself on being advisor-operated, allowing members to shape the firm's direction and services.
Located in Las Vegas, NV, the AmeriFlex Group operates as an Independent Registered Investment Advisor and offers diversified services tailored to a client's unique situation. Securities are offered through Osaic, a member of FINRA/SIPC. Clients can expect a high level of service from a team dedicated to their financial well-being.
Frequently Asked Questions
What is the AmeriFlex Group?
The AmeriFlex Group is a hybrid registered investment advisor that emphasizes financial planning and advisor support.
How many advisors are part of the AmeriFlex Group?
Currently, there are 206 total advisors within the AmeriFlex Group, operating from 29 states.
What financial programs does the AmeriFlex Group offer?
They offer innovative programs such as SuccessionFlex and AmeriFlex Premier+ aimed at enhancing advisor capabilities.
What is the Advisor Transition Network?
The Advisor Transition Network is a national platform to connect buyers and sellers of financial advisory practices.
What awards has the AmeriFlex Group received?
They were named finalist at the Wealth Management Industry Awards and recognized as the fastest-growing RIA in 2024.
