Plymouth, MA Cordage Park Circle Office
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The AmeriFlex Group
Multi-team
Firm-wide stats for The AmeriFlex Group
About
The AmeriFlex Group is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, and retirement plans through a network of advisory affiliates and 172 investment adviser representatives. The firm provides portfolio management, financial planning, third‑party money manager selection and monitoring, and retirement plan consulting, and offers both wrap and non‑wrap solutions including Cambridge’s CMAP and the WealthPort wrap programs.
AmeriFlex customizes advice to each client’s profile and delivers strategies through model asset allocations, CAAP and UMA sleeves, and discretionary or non‑discretionary manager relationships; individual IARs negotiate client fee schedules and may rebalance accounts periodically. Client accounts are custodied at multiple custodians (NFS, Pershing, Schwab, Fidelity) and the firm conducts ongoing monitoring with at least annual reviews for most managed accounts.
Noteworthy aspects disclosed in the firm brochure include a minority ownership interest by Cambridge Investment Group, operational integration with Cambridge platforms (CMAP, WealthPort), and that many IARs are dually registered as representatives of Cambridge, with an affiliate broker‑dealer (AmeriFlex Group Securities, Inc.) used to receive commission compensation generated through Cambridge. The firm also discloses incentive arrangements—such as Cambridge’s new‑asset incentives (including forgivable loan arrangements) and an AssetMark marketing support agreement and credit line—which create financial incentives to direct assets to sponsored programs and are addressed through its compliance policies and client disclosures.
Based on The AmeriFlex Group
Expertise
Based on The AmeriFlex Group
Location
36 Cordage Park Circle, Suite 328
Plymouth MA 02360
Advisors at this office
3
Advisors at this office
Sara K
CFP®, Series 65, Series 63
Plymouth, MA
The AmeriFlex Group
Sara Kappos is a financial advisor at The AmeriFlex Group with 13 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Prior to joining AmeriFlex, she worked for Commonwealth Financial Network and has been involved with Blue Hills Wealth Management since 2013. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various model asset allocations and discretionary manager relationships to tailor advice to client needs.
Michael P
Series 66
Plymouth, MA
The AmeriFlex Group
Michael Powers is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has three years of industry experience and has previously worked at firms including Commonwealth Financial Network, Equitable Advisors, and New York Life Insurance Company. Outside of finance, he has experience working with local businesses such as Dino's and Cal's Brick Oven Pizzeria Company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Daniel R
CFP®, ChFC®, Series 63
Plymouth, MA
The AmeriFlex Group
Daniel Romaine is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 41 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, and he has been president of Romaine Financial Services Corp. dba Blue Hills Wealth Management since 1998. Additionally, he serves as a board member for the Upper Mad River Road Country Homeowners Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services delivered through a network of advisory affiliates and multiple program platforms.
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