Sequoia Financial Group

WEALTHSTONE ADVISORS is in the wealth management business serves clients nationwide, working with individuals, family offices, and business owners providing an integrated approach to managing the various aspects of their financial affairs over the many cycles of wealth ownership.

LJPR, LLC is a financial advisory and wealth management firm based in Troy, Michigan, specializing in retirement planning, investment management, estate planning, and tax planning services. Established in 1989, the company has been committed to delivering comprehensive financial solutions to its clients for over three decades. As a fee-only advisor, LJPR emphasizes providing unbiased financial guidance tailored to individual needs. In January 2019, LJPR was acquired by Sequoia Financial Group, further enhancing its ability to serve clients with a wide array of financial services. The firm is known for its professional staff, which offers an extensive range of financial planning and wealth management solutions.

RAV Financial Services specializes in providing a comprehensive range of financial advisory services designed to meet the unique needs of individuals and families. The firm focuses on Wealth Management Architecture, a tailored approach that aligns clients' financial strategies with their life goals. Services offered include investment management, tax preparation and planning, insurance and risk management, retirement planning, cash flow management, estate planning, and administration. Additionally, RAV Financial assists with transition, business and education planning, employee benefits, and multi-family services, ensuring a holistic approach to managing and preserving wealth throughout various life stages.