Sequoia Financial Group has completed its acquisition of LJPR Financial Advisors. The merger, announced in August 2018, grows Sequoia Financial Group's staff from 66 to 91 employees and expands Sequoia's presence in Michigan.
- The stock-for-stock merger brings Sequoia's portfolio to nearly $5 billion.
- The company will retain the Sequoia name.
- Tom Haught will continue as president of Sequoia Financial Group. Leon LaBrecque, former managing partner and CEO of LJPR Financial Advisors, will become Chief Growth Officer.
AKRON, Ohio, Jan. 7, 2019 /PRNewswire/ — Effective January 1, Sequoia Financial Group, a wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., announced that it completed the acquisition of the previously announced partnership with LJPR Financial Advisors, a fee-only financial advisory and wealth management firm headquartered in Troy, Michigan.
With the close of the merger, Sequoia Financial Group’s staff grew from 66 to 91 employees. Tom Haught will continue as President of Sequoia Financial Group and Leon LaBrecque, former Managing Partner and CEO of LJPR Financial Advisors, transitioned to his new role as Chief Growth Officer of Sequoia Financial Group.
About Sequoia Financial Group
Founded in Ohio in 1991, Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a truly client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate and retirement planning, fiduciary consulting and family wealth services. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize long-term planning to help their clients in reaching their financial and life goals. Sequoia currently has offices throughout Ohio, Florida and Michigan.
Sequoia Financial Group
(216) 774 – 1145
(973) 525 – 6855
SOURCE Sequoia Financial Group