Sequoia Merges with LJPR Financial Advisors

August 22, 2018

On August 21, 2018, Sequoia announced that it will merge with LJPR Financial Advisors.


Under the terms of the agreement, Sequoia Financial Group’s (“Sequoia”) President, Tom Haught will continue his role and LJPR Financial Advisors’ (“LJPR”) Managing Partner and CEO, Leon LaBrecque will transition to Chief Growth Officer of Sequoia. Further terms of the deal were not disclosed. 

Sequoia is an Ohio-based wealth management firm that focuses on financial planning, asset management, estate and retirement planning, and other financial services. Sequoia has $4.1 billion in assets under management.

LJPR is a Michigan-based fee-only advisory firm. LJPR has approximately $776 million in assets under management.
 
To read the press release: please click here

 


Categories

Investment Manager M&A, Transactions