Living Well Financial Group Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Living Well Financial Group General Information

Description

Provider of financial services. The company provides financial planning coupled with investment advisory services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Jentner Wealth Management
Primary Office
  • 2841 Riviera Drive
  • Suite 300
  • Fairlawn, OH 44333
  • United States
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Living Well Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Living Well Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial services. The company provides financial planning coupled with investment advisory services.
Other Financial Services
Fairlawn, OH
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Akron, OH
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Beachwood, OH
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Living Well Financial Group Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sequoia Financial Group (Ohio) Private Equity-Backed Akron, OH 00 0000000 0000
0000000 000000 000 Corporate Backed or Acquired Beachwood, OH 000 000000000000
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Living Well Financial Group Executive Team (2)

Name Title Board Seat Contact Info
Daniel Bloom President, Owner and Founder
Jesse Lazar Office Manager
To view Living Well Financial Group’s complete executive team members history, request access »