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...

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.

What You Need to Know Before, During & After the Sale of Your Private Company

What does it really take to prepare for and sell your company? Tune in to Cohen & Company's Chief Insights Podcast featuring Annie McCauley, Senior Vice President of Wealth Planning at Sequoia...

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...