Sequoia Financial Group

Latest Updates

Sequoia Financial Group: 2019 Outlook

What's in store for 2019? Our Chief Investment Officer, Russell Moenich, and Chief Growth Officer, Leon LaBrecque, take a deeper look at where we stand this year.

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Latest Updates

Sequoia Announces Merger with LJPR Financial

Sequoia Financial Group has announced that it will merge in LJPR Financial Advisors, a fee-only financial advisor and wealth management firm headquartered in Troy, Michigan. This union brings together two top-rated RIA firms and positions clients, employees, and the firm toward greater...

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Private Client Update Tax-Bracketology: Are Your (Tax) Brackets Ready for March Madness?

We are not strangers to the excitement (and sometimes disappointment) that comes along with March Madness basketball contests. A few years back, it was all excitement when we actually WON the company...

Sequoia Viewpoint 2016/2017

At Sequoia Financial Group, LLC, we strive to help you, our fantastic clients, turn financial investments into life investments every day. It’s about longevity and tenacity — both in the... financial...

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. Cohen & Company, Ltd and related entities, and Charles Schwab and Co. and its affiliates, are separate entities from Sequoia Financial Advisors, LLC, and it's related entities.

Put the power of personal attention to work for you.

Since the founding of our award-winning firm over 25 years ago, we have focused on planning, enthusiasm, and passionate client service. At Sequoia, we strive to be our client’s most trusted advisor by providing comprehensive planning with a team based approach.

Latest Updates