The AmeriFlex Group® Enhances Affiliation Model with Summit Financial Services

Introduction

The AmeriFlex Group®, a prominent player in the financial advisory sector, has made significant strides in enhancing its service offerings through the recent partnership with Summit Financial & Insurance Services. This collaboration marks a pivotal moment in the firm’s journey as an independently-run hybrid registered investment advisor (RIA), aimed at fostering enhanced financial planning capabilities.

Overview of the Partnership

On July 25, 2025, The AmeriFlex Group announced the inclusion of Summit Financial into its hybrid RIA framework. Known for prioritizing financial planning, AmeriFlex seeks to merge robust advisory expertise with strategic asset management. Summit, under the compass of experienced leaders Jerry Kleber, Raz Bracha, and Leah Pattison, is well-established in Brea, California, and is recognized for its tailored financial approaches tailored for individual investors and business owners.

The leadership at Summit Financial is not just focused on managing wealth; they are adept at guiding clients through transitional phases in life—be it retirement, marital changes, or business transitions—providing them an opportunity to feel supported during significant life changes. According to reports, Summit manages approximately $280 million in assets, emphasizing their credibility and expertise in the sector.

Why Choose The AmeriFlex Group?

The partnership is rooted in a shared vision for superior independence in financial planning. Thomas Goodson, CEO and Founder of The AmeriFlex Group, elaborates on the unique appeal of hybrid models. He states, "Our structure allows us to attract independent-minded financial advisors who are looking for an environment that values their autonomy and professional growth." This sentiment resonates with the overwhelming majority of advisors seeking a less pressured and more autonomous practice setting.

Transition to Cambridge Investment Research

A noteworthy shift that complements this partnership was The AmeriFlex Group's transition to using Cambridge Investment Research as its broker-dealer partner. This change, which occurred in June 2025, brought forth a collaborative culture and robust infrastructure. Goodson highlights Cambridge’s distinct commitment to remaining an independent platform, thus allowing AmeriFlex to serve its advisors with unparalleled resources and support, guiding them towards their business aspirations.

"The transition to Cambridge was seamless and has significantly boosted our firm’s momentum. Within just a month of implementing this change, we proudly welcomed the elite team from Summit, adding an extra $280 million to our firm’s asset management portfolio," Goodson explained.

Implications for Financial Advisors

This partnership opens new avenues for financial advisors looking for a home that supports their independence while providing the necessary tools for growth. As Jesse Kurrasch, CFP® and COO of The AmeriFlex Group, states, there is a growing trend among advisors seeking boutique environments where they can thrive without the direct pressures often exerted by larger firms.

Conclusion

The AmeriFlex Group’s collaboration with Summit Financial imbues the firm with renewed energy and a robust platform for growth, affirming its position as a leader in the financial advisory landscape. By sustaining an advisor-owned and managed model, AmeriFlex strengthens its commitment to independence and excellence in asset management services. This initiative is set to reshape the experience for both advisors and clients, reinforcing their collective journey towards financial success and preparedness for life's transitions.

For more information about The AmeriFlex Group, visit www.HomeForHybrids.com.