The AmeriFlex Group® Welcomes New Advisors with Significant Client Assets in 2025
On December 16, 2025, The AmeriFlex Group®, known for its hybrid Registered Investment Advisor (RIA) model, revealed an impressive addition of 11 new advisors, significantly enhancing their firm’s capabilities and client service offerings. This notable expansion comes as the firm solidifies its relationship with Cambridge, a respected broker-dealer partner that has enabled AmeriFlex to accelerate growth and better serve advisors transitioning into retirement.
This partnership with Cambridge, initiated in July 2025, has proven fruitful, as highlighted by Thomas Goodson, the firm’s Founder and CEO. Goodson stated, ‘Our collaboration with Cambridge intensifies our capacity to support advisors in their retirement planning and long-term business continuity. It positions us as a premier destination for independent advisors searching for operational excellence and innovative solutions in their financial practices.’
The newly onboarded advisors, who transitioned from major firms like Osaic, Commonwealth, and Cetera, bring a wealth of experience and more than $1 billion in client assets. This influx not only strengthens AmeriFlex's market position but also underscores the growing demand for comprehensive and conflict-free succession planning solutions in the financial advisory space.
In line with their commitment to innovative practices, AmeriFlex launched the SuccessionFully® platform shortly after joining forces with Cambridge. This unique program aims to provide advisors with a structured and clear path for transitioning their businesses smoothly, while also preserving the maximum enterprise value of those practices.
The SuccessionFully® platform addresses an urgent industry need, as research from J.D. Power indicates that nearly half of financial advisors are expected to retire by 2035. Jesse Kurrasch, Chief Operating Officer at AmeriFlex, emphasizes the importance of succession planning, stating, ‘Advisors need support in safeguarding the legacies they've built throughout their careers. SuccessionFully® was developed to offer a transparent and conflict-free avenue that allows advisors to take control of their future outcomes.’
The firm has made remarkable strides in a short period, revitalizing its pipeline of advisors eager for innovative succession solutions and better positioning itself for success in 2026. As they prepare for the new year, the AmeriFlex Group® looks forward to continuing to attract and support advisors, creating a robust environment where independent-minded financial professionals can thrive. Their dedication to planning-first approaches and operational improvement is indicative of their commitment to excellence in the financial advisory sector.
Recognized as The Home for Hybrids®, The AmeriFlex Group® operates as a BD/RIA transitional wealth planning firm owned and operated by its advisor members and partners. Clients can access a wide range of securities through Registered Representatives of Cambridge Investment Research, Inc., ensuring that they receive quality advice within a framework that values independence and integrity in wealth management. For more details, you can visit their website at www.HomeForHybrids.com.
A Strategic Partnership
This partnership with Cambridge, initiated in July 2025, has proven fruitful, as highlighted by Thomas Goodson, the firm’s Founder and CEO. Goodson stated, ‘Our collaboration with Cambridge intensifies our capacity to support advisors in their retirement planning and long-term business continuity. It positions us as a premier destination for independent advisors searching for operational excellence and innovative solutions in their financial practices.’
The newly onboarded advisors, who transitioned from major firms like Osaic, Commonwealth, and Cetera, bring a wealth of experience and more than $1 billion in client assets. This influx not only strengthens AmeriFlex's market position but also underscores the growing demand for comprehensive and conflict-free succession planning solutions in the financial advisory space.
Introducing SuccessionFully®
In line with their commitment to innovative practices, AmeriFlex launched the SuccessionFully® platform shortly after joining forces with Cambridge. This unique program aims to provide advisors with a structured and clear path for transitioning their businesses smoothly, while also preserving the maximum enterprise value of those practices.
The SuccessionFully® platform addresses an urgent industry need, as research from J.D. Power indicates that nearly half of financial advisors are expected to retire by 2035. Jesse Kurrasch, Chief Operating Officer at AmeriFlex, emphasizes the importance of succession planning, stating, ‘Advisors need support in safeguarding the legacies they've built throughout their careers. SuccessionFully® was developed to offer a transparent and conflict-free avenue that allows advisors to take control of their future outcomes.’
The Future Looks Bright
The firm has made remarkable strides in a short period, revitalizing its pipeline of advisors eager for innovative succession solutions and better positioning itself for success in 2026. As they prepare for the new year, the AmeriFlex Group® looks forward to continuing to attract and support advisors, creating a robust environment where independent-minded financial professionals can thrive. Their dedication to planning-first approaches and operational improvement is indicative of their commitment to excellence in the financial advisory sector.
About The AmeriFlex Group®
Recognized as The Home for Hybrids®, The AmeriFlex Group® operates as a BD/RIA transitional wealth planning firm owned and operated by its advisor members and partners. Clients can access a wide range of securities through Registered Representatives of Cambridge Investment Research, Inc., ensuring that they receive quality advice within a framework that values independence and integrity in wealth management. For more details, you can visit their website at www.HomeForHybrids.com.
Topics Financial Services & Investing）
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