The AmeriFlex Group® Records Unprecedented Growth with Over $3.4 Billion in New Assets

Celebrating Record Growth at The AmeriFlex Group®

The AmeriFlex Group®, an innovative hybrid Registered Investment Advisor (RIA) dedicated to prioritizing financial planning, has encountered an exceptional year of achievement, recently announcing a remarkable addition of 53 advisors and an impressive increase of over $3.4 billion in total client assets. This growth pushes the firm’s total to 206 advisors spread across 29 states, collectively managing around $14.6 billion in assets under administration (AUA).

Founded by Thomas Goodson, The AmeriFlex Group® has demonstrated resilience and forward-thinking strategies that resonate with the evolving needs of financial advisors. In 2024 alone, the firm experienced a 35% year-over-year growth in AUA, highlighting the escalating appetite for stability amid ongoing transitions in the financial sector.

Meeting Advisor Needs with Innovative Programs

The firm's success can be largely attributed to its proactive approach and specialized programs tailored to assist advisors at varying stages of their careers. One standout initiative is the award-winning SuccessionFlex® program, which equips advisors with a comprehensive succession and continuity agreement. This program allows advisors to sell a significant portion of their revenue stream to The AmeriFlex Group® without incurring a minority ownership penalty.

Additionally, the exclusive AmeriFlex Premier+ platform empowers affiliated advisors with cutting-edge financial planning tools, enabling them to deliver superior service experiences to clients. This platform also aids clients in visualizing their financial planning outcomes, fostering informed decision-making.

The spring acquisition of The W Source™ further amplifies the firm's commitment to diversity by enabling women-to-women networking opportunities at both local and national levels. This strategic move underlines the firm’s focused efforts towards achieving gender parity among its partners.

Launch of the Advisor Transition Network

Recognizing the need for simplified transition options, The AmeriFlex Group® launched the Advisor Transition Network (ATN), a national platform facilitating connections between buyers and sellers of financial advisory practices. The ATN has quickly fostered a comprehensive network of over 200 qualified advisors, offering a discreet marketplace for advisors looking to transition their businesses.

“By rolling out the Advisor Transition Network, we are giving advisors a clear pathway to sell their business to reputable buyers,” said Goodson. “With the support of seasoned succession specialists and a growing network of contacts, this initiative makes transitioning towards retirement more manageable than ever.”

For those contemplating succession planning within five years, The AmeriFlex Group® provides essential resources to both design and execute effective strategies, supported by a team renowned for their expertise in the field.

Industry Recognition and Awards

The AmeriFlex Group®’s ongoing success hasn’t gone unnoticed within the industry. It was recently recognized as a finalist in the 2024 Wealth Management Industry Awards for its innovative succession program. Moreover, Investment News highlighted the firm as the fastest-growing RIA in 2024, adding to the accolades received by Goodson, who was honored as the Executive of the Year by the ThinkAdvisor LUMINARIES program.

In conclusion, as The AmeriFlex Group® solidifies its position as a leader and pioneer within the financial advisory landscape, its focus on stability, innovative solutions, and commitment to growth promises an exciting future for both the firm and its partners. With a membership driven by advisors and aimed at providing tailored support, the firm exemplifies what it means to be a partner in financial transitions.

For further information, visit www.HomeForHybrids.com.