Our Approach to Helping You
Since the founding of our award-winning firm 20 years ago, we have focused on planning, passion and fanatical client service. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. 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.
Our Clients
As our client, we know you will come with your own set of unique needs. But experience has taught us that young professionals often need proactive and strategic advisors. Your time is a precious commodity. You want advisors who monitor your plan and communicate often to help you maximize your results as your assets continue to grow. Retirees want a time-tested and proven asset allocation strategy, access to non-proprietary products, and to know that you can trust your advisor to help keep your portfolio on track. 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.
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.
The People You Will Love
Our advisors bring clients the experience of large national firms but sincerely believe that superb client service is what makes us unique. We are selective in our hiring, bringing on grounded, responsive, proactive and energetic professionals who will continue in 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.
Client Service and Value at its Best
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. The 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., Algonquin Advisors, LLC, Schwab Institutional, ValMark Securities, Inc., and close contacts with attorneys and other professional advisors.
We hope you take a moment to get to know us just a little better through our web experience. Check out our guiding service principles by which we operate, our resources and service offerings, and of course, our professionals. We look forward to getting to know you when the time is right!
Cohen & Company, Algonquin Advisors, Schwab Institutional and ValMark Securities, Inc. are all separate entities.