The AmeriFlex Group has secured a strategic minority investment from Cambridge Investment Research, Inc., strengthening a partnership aimed at one of the profession’s most pressing challenges, succession planning.
The capital infusion is designed to speed the growth of SuccessionFully, the advisor-owned hybrid RIA’s trademarked, end-to-end succession solution built to help advisors plan exits, transitions and continuity strategies while preserving enterprise value.
“Strengthening our partnership with Cambridge enhances our ability to support advisors planning for retirement or long-term continuity,” said Thomas Goodson, founder and CEO of The AmeriFlex Group.
Succession pressures are mounting across wealth management with a recent J.D. Power study estimating that nearly half of today’s financial advisors (46%) will retire by 2035, intensifying the need for scalable and advisor-centric transition resources.
The wider business community also faces a succession planning conundrum and is addressing it differently from previous generation, according to new Raymond James research.
“This investment enables us to expand the platform nationally, enhance advisor resources and continue protecting the legacy each advisor has built,” Goodson said. “The scale of advisor retirements facing the industry represents a real succession crisis, and too many advisors are left navigating that transition without aligned support or transparent options. SuccessionFully® was built to address that gap by providing a clear, conflict-free path that empowers advisors to take control of this process.”
Cambridge became AmeriFlex’s broker-dealer partner last summer. Since then, the firm has recruited 11 advisors and surpassed $1 billion in total client assets, underscoring the momentum behind the relationship.
Cambridge executives framed the move as consistent with the firm’s long-standing focus on advisor independence and lifecycle support.
“Cambridge values the opportunity to partner with AmeriFlex and support its growth and succession plans in the coming years. Both firms value true independence for their advisors, maintaining internal control and being a driving force in wealth management,” said Jeff Vivacqua, President of Growth and Development at Cambridge.
AmeriFlex will remain majority advisor-owned and independently run, with its leadership team retaining full strategic control. Financial terms of the transaction were not disclosed.
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