OUR INSIGHTS

Updates, news, articles, and the latest Market Outlook from Sequoia Financial Group.

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M&A

by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management

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by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire Zeke Capital Advisors, Forming Wealth Manager With $15 Billion in Client Assets

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M&A

Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion

AKRON, OHIO, NOV. 15, 2021 – Sequoia Financial Group, LLC (Sequoia), a financial planning, wealth management, and asset management firm with $8 billion in client assets, has entered into an agreement to acquire Mayfield Heights, Ohio-based NCA Financial Planners (NCA). When the deal closes, which is…
M&A

Wealth Managers Sequoia Financial Group and WEALTHSTONE ADVISORS to Merge, Jointly Overseeing More Than $7 Billion in Assets

AKRON, OHIO, AND COLUMBUS, OHIO, APRIL 20, 2021 – Sequoia Financial Group, LLC (Sequoia) and WEALTHSTONE ADVISORS (WEALTHSTONE) today announced they have entered into a definitive agreement to merge their businesses.   The combined firm will be based in Akron, Ohio, and operate under the Sequoia…
M&A

Sequoia Financial Group Merges with LJPR Financial Advisors

Akron, Ohio – August 21, 2018 – Sequoia Financial Group, an award-winning wealth management firm serving private, institutional and corporate clients in the Midwest and Southern U.S., today announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered…