Cambridge announced that it has acquired a strategic minority stake in the AmeriFlex Group, an advisor-owner hybrid registered investment adviser overseeing approximately $13 billion in total client assets. According to ThinkAdvisor, the investment targets the national expansion of SuccessionFully, AmeriFlex Group's single-source succession platform designed to support advisor ownership transitions and preserve enterprise value.
AmeriFlex Group founder and CEO Thomas Goodson said the enhanced partnership strengthens support for advisors focused on retirement planning and long-term continuity. He cited a recent J.D. Power study projecting that 46 percent of financial advisors will retire by 2035, underscoring the growing demand for scalable, advisor-centered succession solutions. ThinkAdvisor reports that Goodson emphasized that the investment allows AmeriFlex Group to broaden its platform nationwide, expand advisor resources, and protect the legacies advisors have built over their careers.
According to ThinkAdvisor, the transaction follows Cambridge's decision to become AmeriFlex Group's broker-dealer partner in July. Since that partnership began, AmeriFlex Group has added 11 advisors and more than $1 billion in client assets over six months.
The parties did not disclose the financial terms of the transaction. AmeriFlex Group will remain majority advisor-owned and continue operating independently.
Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.
