AmeriFlex Group, a rapidly expanding network in the financial advisory sector, has recently welcomed a substantial five-advisor team from Centennial, Colorado, boosting its assets under administration. ERSI Wealth Management, led by Stephen Brubaker, Jim Brubaker, Gary Sidder, Brian Brubaker, and Jenny Kast, brings a wealth of experience and a portfolio totaling $400 million.

According to InvestmentNews, the team at ERSI Wealth Management specializes in guiding individuals toward their financial objectives and assisting business owners in effectively managing their 401(k) plans. Stephen Brubaker, expressing the rationale behind the move, emphasizes that the decision to join AmeriFlex was driven by the team's desire for greater autonomy and opportunity rather than necessity.

AmeriFlex Group celebrated a remarkable year in 2023, marked by exponential growth. With the addition of 60 advisors throughout the year, overseeing a collective asset value exceeding $2.75 billion, the organization experienced a remarkable 56 percent year-over-year surge. This growth propelled the total count of advisors to 153, spread across 29 states, with assets under administration reaching approximately $9.5 billion by year-end.

Additionally, AmeriFlex Group introduced innovative solutions to enhance its service offerings. The launch of AmeriFlex Premier+, a proprietary planning solution, underscores the organization's commitment to providing cutting-edge financial services to its clients. Furthermore, the introduction of AmeriFlex Group X offers smaller firms an opportunity to leverage the resources and scalability of the AmeriFlex network, further expanding access to its comprehensive suite of services.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.