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Tomoro and Levine Financial Group Are Coming Together
Tomoro Partners
Tomoro is proud to announce that Levine Financial Group and Tomoro are joining forces, bringing together two experienced teams with a long-standing relationship and a shared commitment to client-first financial planning.
This is a moment worth celebrating. It is built on familiarity, trust, and a common belief in helping clients make thoughtful financial decisions with clarity and discipline. Todd, Dave, and Jeremy have known each other for decades and have built their careers around the same values: personal service, coordinated planning, and long-term relationships.
For Levine Financial Group clients, the day-to-day experience stays consistent. Clients will continue working with the people they know and trust, now supported by the broader combined team and expanded resources.
For Tomoro clients, this reflects thoughtful growth. The addition of the Levine Financial Group team strengthens the firm’s depth and supports its continued focus on serving individuals, families, and business owners with a coordinated planning approach.
A natural next step
Financial planning continues to become more complex. Families, business owners, and professionals need guidance that connects investments, taxes, retirement income, estate planning, risk management, and business transition planning.
By coming together, the two teams give clients access to a broader platform while preserving the familiar relationships that have guided their planning.
“This is about continuity and added depth,” said Todd Levine, Managing Partner, Levine Financial Group. “Clients should feel confident that the relationships they value remain in place, with more resources behind the scenes to support them.”
What clients can expect
Clients can expect clear communication throughout the transition. The team’s priority is to make the process smooth, organized, and easy to understand.
For LFG clients, that means:
- Continuing to work with the advisors and service team they know
- Receiving clear answers to common questions
- Reviewing a formal letter and important documents about the assignment of their advisory agreement to Tomoro LLC
- Gaining access to additional resources from the combined firm
- Experiencing a thoughtful transition with minimal disruption
For Tomoro clients, this means the firm is growing with intention by adding experienced professionals who share its planning philosophy and service standards.
Built around shared values
The decision to bring the teams together was shaped by a long professional history and a shared view of what clients need from an advisory relationship.
Both teams believe financial advice should be personal, practical, and coordinated. The combined firm gives clients a deeper bench of experience, consistent communication, and disciplined planning support for the long term.
“This is not just about combining firms,” said David Mozeika, Managing Partner, Tomoro. “It is about building a stronger platform for the people and families we serve.”
Tomoro Managing Partner Jeremy Suarez echoed that perspective, emphasizing the shared principles that made the merger a natural progression for both teams.
“When you share the same client-first philosophy, joining forces isn’t just logical; it’s transformative,” he said.
What happens next
Clients will receive direct communication from the team with more details about the transition, including a letter describing the assignment of advisory agreements to Tomoro LLC and copies of the firm’s Form ADV Part 2A, Form CRS, and Privacy Notice. A frequently asked questions section is also available to help answer common questions.
Most clients will not need to take any action beyond reviewing these materials. The team will communicate directly if anything requires attention.
The main takeaway is simple: business as usual, with more behind it. And there’s a brighter Tomoro ahead.
Questions
Clients with questions are encouraged to contact their advisor or reply directly to the announcement email. The team will make sure each question reaches the right person.
Frequently Asked Questions
What is happening?
Tomoro and LFG are coming together and the combined firm will operate as Tomoro. This new name reflects the shared foundation both teams have built and the next chapter we’re building together – a “brighter Tomoro ahead” for our clients, our advisors, and our firm.
Together, we bring more depth, coordination, and long-term support to every client relationship. There’s a brighter Tomoro ahead, and we are excited to share it with you.
Why are LFG and Tomoro joining together?
Combining our firms gives clients a broader team, expanded resources, and a stronger planning platform. Todd, Dave, and Jeremy have known each other for decades, and this is a natural next step built on trust, shared experience, and a common belief in client-first planning.
Will my advisor change?
No. You will continue working with the people you know.
Your day-to-day relationship stays the same. The added benefit is more support behind the scenes from the full combined team.
Will my service team change?
Your main points of contact stay the same, and your support is expanding.
You will meet and gain access to additional team members who support planning, service, operations, and specialized questions. Every introduction will be handled thoughtfully.
Will my accounts move?
No. Your custodial accounts, and the custodian that holds them, will not change because of this announcement.
You will receive a letter with formal details about the assignment of your advisory agreement to Tomoro LLC. Your advisor will walk you through anything that requires your attention and answer any questions along the way.
Is my money moving?
No. This announcement does not mean your money is moving.
Your accounts remain held at your current custodian. Your advisory team will continue to oversee your planning and investment strategy.
Will my fees change?
No. Your fees are not changing as part of this transition.
If anything changes in the future, it will be communicated clearly and in advance, and you will have the option to review the changes before implementation.
Will my financial plan or investment strategy change?
No. Your plan and investment strategy will continue to be based on your goals, timeline, risk tolerance, income needs, and family or business priorities.
If a change is recommended, your advisor will discuss it with you first.
What does this mean for LFG clients?
The message is simple: business as usual, with more behind it.
You will keep the same personal attention and trusted relationships, now backed by a larger team and expanded planning resources.
What does this mean for Tomoro clients?
The same thing: thoughtful growth, expanded talent, and deeper resources.
After decades of working alongside each other, Tomoro and LFG decided to join forces. The combined firm brings together experienced professionals who share the same planning philosophy, service standards, and long-term view of client relationships.
What additional resources will be available?
Clients gain broader team support, expanded planning capabilities, additional operational resources, and more coordinated communication.
The goal is to make the client experience stronger without making it feel more complicated.
Will contact information change?
If you are a Tomoro client, your contact information will stay the same. If you are an LFG client, email addresses will be updated to Tomoro-branded addresses. We will notify you when your advisor or service contact receives this new email address. To ensure a seamless transition, existing email addresses will forward messages to the new addresses, so you can continue using your current contacts without disruption.
Will the LFG website change?
Yes. The LFG website will redirect to the Tomoro website after launch.
The Tomoro site will include information about the combined team, the announcement, and answers to common questions.
Who should I contact with questions?
Continue contacting your advisor or service team the same way you do today.
You can also reply to the announcement email, and the team will make sure your question reaches the right person.
Is there anything I need to do right now?
For most clients, no action is needed beyond reviewing the materials we send you.
You will receive a letter with formal details about the assignment of your advisory agreement to Tomoro LLC, along with important documents including the firm’s Form ADV Part 2A, Form CRS, and Privacy Notice. Please review these materials. The letter explains the timeline and how to respond if you have questions or wish to discuss the change. If you take no action, the transition proceeds automatically on the date described in the letter.
Your advisor is available to walk through any of it with you.
What is the main takeaway?
Your day-to-day experience stays the same, and the future just got brighter.
Tomoro and LFG came together to strengthen the team, deepen resources, and build the more coordinated platform our clients deserve.
Business as usual, with more behind it. There’s a brighter Tomoro ahead.
Advisory services offered through Tomoro LLC, an Investment Adviser registered with the U.S. Securities & Exchange Commission. SEC registration does not constitute an endorsement by the SEC nor a statement about any skill or ability. This material is for informational purposes only and should not be construed as an investment recommendation or individualized investment, tax, or legal advice. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Strategies depend on each client’s goals, timeline, and risk tolerance. For more information about our firm, or to receive a copy of our disclosure Form ADV, please contact us.
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