Sequoia Financial Group firmly believes that financial planning should revolve solely around you.
Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and fervent client service. Our mission is to help you get what you want out of life—and we’re passionate about it. As a premier independent financial advisor, our salaried, non-commission professionals have access to a variety of investment solutions and resources. That means our recommendations are based solely on what works best for you, not us. When working with Sequoia, you are always in control.
Private Client Services
We are selective in our hiring, bringing on grounded, responsive, proactive, and energetic professionals who will continue our tradition of treating clients like family. We are an integrated, collaborative firm that uses personal contact and the latest in technology to provide a seamless and truly enjoyable experience for our clients.
Your time is a precious commodity, and you want advisors who monitor your plan and communicate often to help you maximize your results as your assets continue to grow.
- Business owners need a professional advisor who is instinctive about balancing the business’ growth (e.g., capital needs) with your individual wealth. Financial independence, business succession, and security for future generations are paramount as well.
- Retirees want a time-tested and proven asset allocation strategy, access to non-proprietary products, and assurance that you can trust your advisor to help keep your portfolio on track.As our client, we know you will come with your own unique set of needs.
- Experience has taught us that young professionals often need proactive and strategic advisors.
Whether you’re just starting out, passing down your business or retiring in search of new adventures, we stay with you every single step of the way.
Service Excellence Group
To demonstrate our passion about what we do and how we help our clients, we have gone a step farther than most in assuring an excellent client service experience.
In addition to attentive service by your own financial advisor, each client has full access to our Service Excellence Group. This select group of dedicated professionals exists solely to assist our clients and planners in any way necessary to provide yet another layer of communication and support. We also have a deep well of resources to aid business owners in their companies’ growth, including Cohen & Company, Ltd., LLC, Schwab Institutional, ValMark Securities, Inc., as well as close contacts with attorneys and other professional advisors.
We hope you check out our resources, service offerings, and of course, our professionals. We look forward to getting to know you when the time is right!