The AmeriFlex Group Partners with Cambridge for Expanded Support and Growth Opportunities
The AmeriFlex Group®, a burgeoning and advisor-owned hybrid Registered Investment Advisor (RIA) focused on prioritizing financial planning, has taken a significant step forward by forming a partnership with Cambridge. This collaboration is set to not only accelerate AmeriFlex’s growth but also improve the advisory experience for its 129 financial advisors, who collectively manage approximately $11.87 billion in client assets.
Founded in 2019, AmeriFlex has already established itself as a notable player in the financial advisory landscape, witnessing impressive year-on-year growth. In 2024 alone, they welcomed 53 new advisors and increased their total client assets by over $3.4 billion. Now, as the firm shifts to the Cambridge platform, it aims to unlock more flexibility for its advisors and foster a highly collaborative atmosphere that directly benefits client interactions.
The firm’s leadership, including Founder and CEO Thomas Goodson, COO Jesse Kurrasch, Chief Transitional Wealth Officer Hannah Buschbom, and Chief Compliance Officer Diana Heu, have emphasized the importance of aligning with a partner that values the contribution of large enterprises to both the home office and the financial advisors. Goodson articulated this vision by stating, "Our growth strategy requires a partner that fully understands and embraces the value that large enterprises can deliver."
Cambridge’s approach stands out within the industry—particularly with the current trend of consolidation. It is recognized for its commitment to providing a truly independent and expansive wealth management platform that empowers financial advisors like those at AmeriFlex. As a leading firm in the independent advisory space, Cambridge has demonstrated a steadfast dedication to helping financial professionals grow their businesses while maintaining their independence.
One of the highlights of the partnership will be the introduction of innovative affiliation models tailored to address the unique needs of advisors at various career stages. AmeriFlex’s flagship program, SuccessionFlex®, offers advisors a succession and continuity agreement, allowing them to sell a portion of their revenue stream without facing minority ownership discounts. This structure not only fosters long-term stability but also ensures that clients continue receiving top-notch service during transitions.
Additionally, AmeriFlex recently launched the Advisor Transition Network—a national platform that connects buyers and sellers within the advisory community. This confidential marketplace facilitates smooth business transitions, ultimately aiming to simplify the process for advisors looking to retire or change directions in their careers.
As Kurrasch pointed out, "We are the only firm of our size that provides this level and range of flexibility for advisors in the industry, and this wouldn't have been possible without a partner like Cambridge." This new partnership is set to further amplify these innovative solutions and empower advisors as they navigate their growth trajectories.
Recognizing their achievements, AmeriFlex was recently named a finalist in the 2024 Wealth Management Industry Awards for their exceptional succession program. In addition, InvestmentNews crowned them as the fastest-growing RIA, and Goodson received the prestigious designation of Executive of the Year from the ThinkAdvisor LUMINARIES program last year.
The AmeriFlex Group® has been vocal about its mission to serve as The Home for Hybrids. The company encapsulates a dedication to providing wealth planning and advisory services that are rooted in independence and client-centric values. They firmly believe that their commitment to innovation and advisor support will be significantly bolstered by this alliance with Cambridge. As they embark on this new chapter, both firms are poised for continued success in transforming the advisory landscape together.
In conclusion, the collaboration between The AmeriFlex Group® and Cambridge represents a powerful alliance that is designed to amplify the growth potential of financial advisors and ultimately enhance the client experience. This strategic partnership is expected to yield significant benefits in succession planning, collaboration, and overall service quality. As this dynamic duo forges ahead, they are set to redefine the framework of wealth management, emphasizing both independence and innovation as they navigate the future.
For more information about The AmeriFlex Group®, visit their website at www.HomeForHybrids.com, and for insights into the partnership with Cambridge, visit joincambridge.com.
Founded in 2019, AmeriFlex has already established itself as a notable player in the financial advisory landscape, witnessing impressive year-on-year growth. In 2024 alone, they welcomed 53 new advisors and increased their total client assets by over $3.4 billion. Now, as the firm shifts to the Cambridge platform, it aims to unlock more flexibility for its advisors and foster a highly collaborative atmosphere that directly benefits client interactions.
The firm’s leadership, including Founder and CEO Thomas Goodson, COO Jesse Kurrasch, Chief Transitional Wealth Officer Hannah Buschbom, and Chief Compliance Officer Diana Heu, have emphasized the importance of aligning with a partner that values the contribution of large enterprises to both the home office and the financial advisors. Goodson articulated this vision by stating, "Our growth strategy requires a partner that fully understands and embraces the value that large enterprises can deliver."
Cambridge’s approach stands out within the industry—particularly with the current trend of consolidation. It is recognized for its commitment to providing a truly independent and expansive wealth management platform that empowers financial advisors like those at AmeriFlex. As a leading firm in the independent advisory space, Cambridge has demonstrated a steadfast dedication to helping financial professionals grow their businesses while maintaining their independence.
One of the highlights of the partnership will be the introduction of innovative affiliation models tailored to address the unique needs of advisors at various career stages. AmeriFlex’s flagship program, SuccessionFlex®, offers advisors a succession and continuity agreement, allowing them to sell a portion of their revenue stream without facing minority ownership discounts. This structure not only fosters long-term stability but also ensures that clients continue receiving top-notch service during transitions.
Additionally, AmeriFlex recently launched the Advisor Transition Network—a national platform that connects buyers and sellers within the advisory community. This confidential marketplace facilitates smooth business transitions, ultimately aiming to simplify the process for advisors looking to retire or change directions in their careers.
As Kurrasch pointed out, "We are the only firm of our size that provides this level and range of flexibility for advisors in the industry, and this wouldn't have been possible without a partner like Cambridge." This new partnership is set to further amplify these innovative solutions and empower advisors as they navigate their growth trajectories.
Recognizing their achievements, AmeriFlex was recently named a finalist in the 2024 Wealth Management Industry Awards for their exceptional succession program. In addition, InvestmentNews crowned them as the fastest-growing RIA, and Goodson received the prestigious designation of Executive of the Year from the ThinkAdvisor LUMINARIES program last year.
The AmeriFlex Group® has been vocal about its mission to serve as The Home for Hybrids. The company encapsulates a dedication to providing wealth planning and advisory services that are rooted in independence and client-centric values. They firmly believe that their commitment to innovation and advisor support will be significantly bolstered by this alliance with Cambridge. As they embark on this new chapter, both firms are poised for continued success in transforming the advisory landscape together.
In conclusion, the collaboration between The AmeriFlex Group® and Cambridge represents a powerful alliance that is designed to amplify the growth potential of financial advisors and ultimately enhance the client experience. This strategic partnership is expected to yield significant benefits in succession planning, collaboration, and overall service quality. As this dynamic duo forges ahead, they are set to redefine the framework of wealth management, emphasizing both independence and innovation as they navigate the future.
For more information about The AmeriFlex Group®, visit their website at www.HomeForHybrids.com, and for insights into the partnership with Cambridge, visit joincambridge.com.
Topics Financial Services & Investing）
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