Sequoia Financial Group

Latest Updates

Sequoia receives Charles Schwab Best-In-Business IMPACT Award™ and is named one of Barron’s Top 50 RIA firms for 2019

We are proud to stand among the giants. It’s a great honor for Sequoia to be awarded the Best-In-Business IMPACT Award by Charles Schwab and be named as one of the Top 50 Registered Investment Advisor (RIA) firms in the nation by Barron’s. Thank you to our clients and team for helping...

Forbes.com - Good News For You And Your IRA: The IRS Thinks You Will Live Longer

IRA Required Minimum Distribution (RMD) math is complex and serious. Owners of IRAs must take a distribution starting no later than the April 1 of the year following the year the owner becomes age 70...

Sequoia Viewpoint 2018

At Sequoia Financial Group, we are constantly raising the bar for our employee performance, technological advancements and for our clients. We are building a sustainable firm, one that lasts longer...

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.

Put the power of personal attention to work for you.

Since the founding of our 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

Sequoia receives Charles Schwab Best-In-Business IMPACT Award™ and is named one of Barron’s Top 50 RIA firms for 2019

Forbes.com - Good News For You And Your IRA: The IRS Thinks You Will Live Longer

Sequoia Viewpoint 2018

Sequoia Financial Group

Get What You Want Out of Life

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. Let's get started.